How to connect NetHunt CRM to Intercom

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:

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:

How to work with NetHunt's Intercom integration

Here's the full list of capabilities that NetHunt's integration with Intercom brings you:

• Create new contacts in NetHunt right from Intercom and pull Intercom leads data;

• View contact's CRM details in Intercom;

• Automatically link your Intercom chats to NetHunt contacts to keep conversation history in your CRM;

• View and manage all Intercom chats in NetHunt, both linked and not linked;

• Real-time chat synchronization with NetHunt CRM.

To connect your NetHunt CRM workspace with Intercom, please follow these instructions.

How to add new Intercom leads to NetHunt CRM

Option 1: from Intercom

If the person you're having a conversation with in Intercom is not yet in NetHunt CRM, you will see the 'Save Contact' button. Click on it to add this person to your CRM:

The conversation will be linked automatically and available in the Timeline of the newly created contact record:

Option 2: from NetHunt CRM

Since all the chats are automatically added to NetHunt, go to Intercom chats on the left-side panel:

Then, find the chat with the person you'd like to add to your CRM and click on the NetHunt icon to either link it to an existing record or create a new one:

You can also use the function to create a contact in just two clicks if data types are set up for the Contacts folder in your workspace. If not, please set it up for more automation capabilities.

How to view a lead's CRM details in Intercom

When having an Intercom conversation with a lead who is already in your CRM, you can view their CRM details in the right-side panel, next to the chat window:

Here's how you can pick the type of CRM information to be displayed there: at the moment, integration with Intercom works in a way to display the same record fields that are picked for the Contact's record snippet. Therefore, if you wish to make any changes to the type of CRM details displayed, please update the record snippet for the Contacts folder in your CRM workspace settings.

✅ There's no limitation as to which fields you can have displayed in Intercom.

How to link Intercom chats to NetHunt CRM

Once your NetHunt workspace is connected to Intercom, all the Intercom conversations are automatically stored in your NetHunt CRM and available under 'Intercom chats' on the left-side panel:

If the conversation is with a contact who is already in NetHunt CRM, no action is required — the chat will be automatically linked and available in this contact's timeline:

If the conversation is with a brand-new lead who is not yet in NetHunt CRM, create a new contact following instructions from section 1 of this article, and the chat will be linked automatically.

How to manage Intercom chats in NetHunt CRM

All the intercom chats can be found in NetHunt's left sidebar. Each chat will show which record it is linked to and who among your team members replied to it.

Here's what you can do to Intercom chats in NetHunt:

• use them to create new CRM records (as we've described above);

• link them to CRM records (not only to Contacts, but to any record type that you have in your workspace);

• unlink from CRM records (if linked by mistake, for example);

• archive (they will be filtered out so as not to clutter the page).

Disconnecting NetHunt workspace

If you need to disconnect Intercom from your NetHunt CRM workspace, go to Settings>Apps and other Integrations and click the DISCONNECT button opposite Intercom:

Confirm Disconnect:

And that's it.

Once you disconnect the Intercom, the 'Intercom Chats' section will disappear from the left-side navigation panel. However, all the chats that were previously synced and linked to CRM records will remain in your CRM.

Disconnecting NetHunt user

To disconnect the NetHunt user, go to Settings > Account Management and click the DISCONNECT button opposite to My Intercom account:

If you have more questions on NetHunt's integration with Intercom, please contact us at support@nethunt.com.

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