To set up and manage NetHunt's integration with Intercom, you should:
have an active workspace in NetHunt CRM and be its Admin
have an active Intercom account
Integration set up instructions
1. To connect your NetHunt CRM workspace to Intercom, go to your CRM Settings —> Integration and click the 'CONNECT' button:
⚠️ Only NetHunt users with the Admin role can manage available CRM integrations. It’s essential to keep this user in the workspace with Admin rights, otherwise, the integration may not work as intended. Make sure not to remove the user who set up the integration or change their role.
2. Log in to your Intercom account and then confirm granting access by clicking 'Authorize access':
3. Once the Intercom is connected, you will be directed back to your workspace Settings:
4. Next, go to your Intercom app and open any chat in the Intercom Inbox. In Details bottom left corner click on 'Edit apps':
Then pin NetHunt CRM, and move it higher or lower in the right-side panel for more convenience.
5. Once NetHunt CRM is added to the Intercom's right-side panel, click on the 'Connect to NetHunt CRM' button:
The system will then automatically connect your Intercom account with the right NetHunt CRM workspace and you'll see the following message:
It means that NetHunt CRM and Intercom are successfully connected, and you can now close this tab and hit 'Refresh' button. Right after, you'll see the message that NetHunt CRM account is now connected:
⚠️ One Intercom account can be connected to one NetHunt CRM workspace. Multiple workspaces cannot use the same Intercom account and visa versa.
If you have trouble connecting you NetHunt CRM workspace with Intercom, please contact us at support@nethunt.com.
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