By integrating your Intercom account with Omnisend, you will get even more opportunities to acquire, engage, and retain your customers. Continue reading this article to find out how you can integrate this platform with Omnisend and what benefits this integration provides.
Benefits
After you complete the integration with Intercom, you will get the following benefits:
Trigger different messages when the customer rates the conversation in Intercom.
Capture new email subscribers in your messenger home or right from the Intercom inbox.
Sync the information about leads and clients so you can segment and trigger the automation workflows based on tags, segments, and other information.
Setup Process
Step 1. In Omnisend, go to → Apps → Search for "Intercom" → Click on "Connect Now".
Step 2. You'll be redirected to Authorize tab, where you'll need to authorize access.
Finally, you’ll see the confirmation page and will be able to start using Omnisend for Intercom.
Trigger Automation When the Review Is Left
After you complete the integration with Intercom, integration can trigger Intercom Review Created custom event.
Later, this event may be used in the Automation workflow settings. Since you need to define the workflow trigger manually, it is better to go with the Custom workflow, which doesn't have the default trigger and select Intercom's custom event.
The trigger should be set to Intercom Review Created, while the trigger filter can take one of the following values:
Review rating
Review Remark
Once you select the filter, you may also specify what values it takes. For example, you may send different emails to the customers leaving a positive evaluation and to the ones leaving a negative evaluation. You may even add two splits to send different emails for all, positive, neutral, and negative rates.
Capture new Email Subscribers
Once the integration is complete on the Omnisend side, contacts that start the ticket will be synchronized to Omnisend. You may also add a sign-up field to your messenger or to the conversation with the customer. You can access Intercom's knowledge base article and see how to set it up here.
Once you are done with all of the settings, click on the Save and set live button for the change to become visible in the Messenger.
Tag will identify the source of the contacts added to your Omnisend account as Intercom
Title should inform your subscribers that providing the email address to the form the customer subscribes to your marketing emails
Description can be used to encourage your customers to subscribe, provide incentive, offer the discount, etc.
Confirmation the information your customer will see after subscribing
When collecting your customers' opt-ins, you should also encourage them to read the marketing materials you send. Therefore, the excellent idea is to offer your customer to check the inbox for the discount code, thus shifting the focus to the inbox communication.
Trigger Welcome automation
You can set up the automation triggered by the tag assigned in Intercom. However, keep in mind that contacts will be synced to Omnisend with a non-subscribed status (both email and phone number). So, if you want to ask customers to subscribe to your promotional content, make sure to add such an option to your email content. We advise using preference management page link.
Sync the information about the leads and users
Once the integration is complete, we will start syncing your contacts and the information about them.
Phone & Email as identifiers
Intercom user tags
Both Phone and Email addresses are synced to Omnisend as non-subscribers.
Intercom user tags
All of the tags added to Intercom are synced in real-time and assigned with Intercom keywords (ex, intercom: vip, intercom: engaged). If you want to trigger the automation based on the tag from the customer's profile, you may check if the customer has a certain tag assigned to their account and create a segment based on it. Later, this segment can be used to trigger the workflow as soon as the customer enters the segment.
FAQ
Is it possible to pass contacts from a single account in Intercom to different accounts in Omnisend?
No, it is not possible. The initial sync will add all contacts to both accounts. Later, they might be filtered with the tags synced from Intercom.
Have any additional questions? Talk to us at [email protected] or via in-app chat.


