Intercom app

A guide to how standard and custom data attributes work in Intercom.

Tracking user data in Intercom

Quickly and easily create a new user or lead in your Intercom workspace.

Create new Leads and Users in Intercom

How visitors become leads, how leads become users and more.

How do visitors, leads and users work in Intercom?

How to manually and automatically merge lead and user profiles, so a user's information is tied to a single profile.

Merge lead and user profiles

How to update your data automatically, and best practices for manually updating data.

Edit and update data

Filter your customers by their UTM parameters, so you can track their journey to purchasing your product.

Track conversions and clicks with UTM parameters

How to view, filter, search and segment your users and companies from Contacts.

The people list and company list explained

Filter your contacts list by certain rules to create and save user segments which you can later use for messaging campaigns.

How to segment your contacts

You can filter your leads and users in many ways, to create a segment, or target them with a message.

How do customer filters work?

Filter your leads and users by combining "And" with "Or" rules to create more targeted audiences.

Create more targeted audiences with And / Or rules

Learn how dates are stored in Intercom, what formats we accept, and how your device’s timezone influences which dates you see.

How dates work in Intercom

Use tags to better organize your users' activity and behaviour.

Group your users by tags

Identify new company segments, message a company, and remove users from a company.

Group your users by company

Understand how qualification data can be used to group leads under Qualification Companies.

Group your leads by Qualification Company

What is user_id and why would I want to use it?

Learn the difference between the Intercom ID and a custom user_id, and follow best practices to ensure accurate customer data and identification.

Understanding and managing user IDs

See exactly which values survive, and what gets deleted, before you merge a duplicate lead into a user from the Inbox.

Preview what happens before you merge a lead into a user

Beth-Ann Sher

Cam Gumley

Eric Fitzgerald

Tracking, filtering & grouping your customers

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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