Whether you’re selling a product or providing a service, one thing is universal: the key to the long term health and success of your business is strong, clear communication. That’s why many businesses utilize Intercom — it’s a fantastic way handle direct customer interaction and encourage lead generation. But as a workflow tool, it’s usually one in a series of products used, and managing these apps and programs can sometimes be a full time job in and of itself. That’s where Intercom’s integrations come into play.
Failure to stay on top of your tech stack can lead to a total breakdown in communication and bring a project to a standstill, so it’s really important that you have a cohesive strategy. Thankfully this is where integrations come in handy. By setting up links between programs and apps, it becomes easier to keep all of your tools updated without immense time and effort on your end. With this in mind, here are some of the best Intercom integrations for project management.
Hubspot is a marketing and sales software that helps you keep track of leads, marketing collateral, and other customer data. Because customer interaction and lead generation is a core part of the Intercom experience, you’ll likely find their Hubspot integration a great way of keeping on top of a big marketing push. As a project manager, you’ll want to ensure that users are being listed correctly as contacts in Hubspot. By integrating with Intercom, you’ll be able to automate that process, so whenever a new user is generated in Intercom it will also be added to Hubspot, along with any relevant contact information they shared when they signed up. Now, you’ll always have an up-to-date contact list that you can leverage in the future.
Hive is a project and process management tool — an all-in-one solution that helps teams manage tasks, projects, emails and correspondence. And staying in control of your project is much easier when you do it in Hive, which is doubly true if you integrate the apps you and your team use on a daily basis.
By integrating Intercom and Hive, you’ll never struggle with project communication again — whether that’s in team discussion or direct customer outreach. You’ll find it simple to create actions in Hive that you can slot into your project plan directly from Intercom, or send important project points straight to Intercom contacts from within the Hive workspace. Actions in Hive can be automatically set up or edited using nearly any Intercom trigger, whether you’re updating contact information or overseeing subscriptions. To set this up, simply head to Hive Apps and select Intercom. Enter your information and turn the app on, and you’re ready to go.
While Intercom does a good job of managing customer outreach, you might still want to use a tailor made email marketing service like Mailchimp. Integrating the two can give you a great deal of control over your email lists, contacts, leads and more. For instance, Intercom can automatically add new users to a specific Mailchimp list so your list is always kept totally up to date.
You can also have Mailchimp automatically add new subscribers to Intercom as leads, or if they already exist, ensure that their contact information is updated. By syncing both services, you can be sure that your email sends are always hitting the right targets.
Making sure you’re on top of all of your appointments is important for a project, particularly if you are responsible for other people’s time as well as your own. If you use Calendly to schedule meetings, conference calls and other important appointments, then you will definitely want to get Intercom on board to help you stay on top of it all. By integrating the two, whenever a meeting is scheduled in Calendly, the relevant user will be tagged in Intercom, so you can easily keep track of the individuals you’ve made contact with. This is great for when you want feedback on specific marketing strategies, and perfect for when you want to refine your marketing methods further.
Slack is a great way of setting up ‘in project’ discussion groups for your team, and it’s also one of the more flexible apps for integration. For instance, you can turn a Slack chat into a private digest of your Intercom activity by setting up automated messages to yourself whenever new users or leads are created. You can also set up messages for your team to act on immediately — simply have any new leads posted directly to a shared Slack channel so your team stays in the loop and is notified of any new project leads. This is great either as a way of alerting them to things that may need their attention, or as a way of cataloguing your projects’ lead generation.
For anyone interested in gleaning more data from their business, and customer interactions in particular, the Google Analytics integration is very helpful. With this integration, you can easily track visitor interactions with your Intercom messenger, track the messenger’s impact on your funnel, and identify top-performing bots. The integration works by sending Google Analytics information on “key events,” which you can use to sift through and segment the data on your Google Analytics dashboard.
If your project is sales based, then there is a good chance you use a CRM like Pipedrive to organize your sales and team. Integrating Intercom and Pipedrive can offer great benefits, making it much easier to manage your leads and ensure that your lists are healthy. It’s easy to have Pipedrive deals created for Intercom customers automatically, or even for every new user on your Intercom list. If you want to be more discerning, you can manually select which Intercom leads are added to Pipedrive without having to re-input all of their information.
Are we missing one of your favorite Intercom integrations? Let us know in the comments below, and for a full breakdown of Intercom integrations, click here.