# How do I pull Intercom conversations into Salesflare?

Can I integrate my customer support app with Salesflare?

Intercom can be integrated with Salesflare using Zapier.

You can set it up effortlessly with this zap template:

[![](/assets/d262bed598f78ee8b6cd528f.png)](https://zapier.com/app/editor/template/21040)

Or set it up from scratch by following these steps.

<a id="h_e5a2170ccb"></a>
## Part 1: Create test data

_This becomes important later on when testing the zap in Zapier. This is a specific case for Intercom. Most other apps take the first record they find and use that as test data. Because Intercom uses fake data, you have to create a fake contact in your Salesflare app in order for the test to work in Zapier._  
​  
Create a contact in Salesflare with the email [test@intercom.io](mailto:test@intercom.io).

![](/assets/0dc39fa41eab7524de8c5887.png)

Then, create a new account with the contact "Intercom test".

![](/assets/4ec620ce19d705dd88ff65ae.png)

<a id="h_13d3c8ae19"></a>
## Part 2: Setting up the integration

Go to [www.zapier.com](http://www.zapier.com) and "Make A Zap".

<a id="step-1-trigger-on-new-conversation-in-intercom"></a>
## Step 1: Trigger on New Conversation in Intercom

First, select Intercom (if it’s not listed immediately, just search for it).

Next, choose trigger: in this case, if you want your customers’ conversations to show up in Salesflare then select New Conversation.

![](/assets/5c67b2e6116ff7feff70209c.png)

Connect your Intercom account.

Save + continue.

Next, press Fetch & Continue (Zapier wants to test your Intercom account).

Done? Press Continue.  

<a id="step-2-find-contact-in-salesflare"></a>
## Step 2: Find Contact in Salesflare

This brings you to the Action step. Again, choose your app. This time, Salesflare. (Again, if it's not listed, just search for it.)  
​  
Next, Choose Action. Scroll down and select: Find Contact.

![](/assets/08c2460611798a063bb31132.png)

Connect your Salesflare account.  
​  
Save + Continue.  
​  
Next, in the Email section, use the dropdown menu to select User Email from the previous step.  
Then Continue.

![](/assets/23f6c3d683e41b1be070524b.png)

Press Search & Continue. _Your test should be successful here because you created the fake Intercom contact in Part 1._

Press Finish.  

<a id="step-3-create-internal-note-in-salesflare"></a>
## Step 3: Create Internal Note in Salesflare

It's time to create an Action step. Press the big plus button in the circle on bottom left.

![](/assets/b533bad6469cc3a9ee550e5e.png)

Next, choose your Action app. Select Salesflare.

Now, select Salesflare Action. Under Create, show less common options.

Select Create Internal Note. Save + Continue.

![](/assets/338b802be30b2c49b60e2098.png)

Under Account, select Use A Custom Value (advanced)

![](/assets/1f7303137ff273ac387fcf82.png)

Next, under Custom Value for Account ID, scroll down and select Account ID from the previous step.

![](/assets/f1cf42c6669d87f8cddeda44.png)

Under Body, you can insert whatever you'd like to show up in your Salesflare timeline when a new Intercom chat is started. An example is something like this:

![](/assets/91dd39164de52787fc83221b.png)

To display the same message, insert the following into Body:  
USER\_NAME\_FROM\_INTERCOM started a conversation on Intercom - Subject: SUBJECT\_FROM\_INTERCOM - Message: BODY\_FROM\_INTERCOM - \<a href="LINK\_FROM\_INTERCOM" target="\_blank"\>Intercom conversation\</a\>

Make sure to replace all capital letters with the actual tags from the dropdown menu under Body \> New Conversation.

![](/assets/e0e3073521f6bdc153f15c73.png)

_The code at the end is required if you want a hyperlink for the Intercom conversation to appear. You can use any HTML code you'd like in internal notes in Salesflare._

Hit Continue. Then Create & Continue. _Your test should be successful here because you created the Intercom Account with the fake contact in Part 1._  
​  
You can return to Salesflare where you'll find your test message in the timeline of the Intercom account.  
​  
Lastly, name & turn on your zap.

![](/assets/28374bbf591f805288dc33c0.png)

Voilà! Now all future new conversations in Intercom will be pushed through to your Salesflare account timelines without you lifting a finger. :-)
