Integrate Intercom with Codat
Intercom is a powerful set of tools for better managing your company’s customer support system. It includes a help center with a feedback system, which you can use to focus future articles on the growing needs of your customers, and it also provides a robust conversation system that allows you to assign support teams to customers based on specific criteria (about the customer or discussion topic), rather than just based on availability. Intercom is designed to create a more effective customer support network by specifically tracking and targeting your customers’ needs.
Codat is an API that allows for seamless, straightforward integrations with accountancy and financial software systems. By simplifying the integration process, it allows users to take their mind off of ETL and shift their focus to improving their business and their core offerings.
Popular Use Cases
Bring all your Intercom data to Amazon Redshift
Load your Intercom data to Google BigQuery
ETL all your Intercom data to Snowflake
Move your Intercom data to MySQL
Bring all your Codat data to Amazon Redshift
Load your Codat data to Google BigQuery
ETL all your Codat data to Snowflake
Move your Codat data to MySQL
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Intercom's End Points
Track the content of conversations and who is involved in them. This can be used to generate data about which topics customers are most concerned with so that you can further focus your support efforts accordingly.
Sort specific groups of users and companies that you are communicating with by creating an easily searchable tag that permeates all of your intercom databases, and you can use that tag to integrate other data about those groups throughout intercom.
Collect valuable customer data for your CRM, including basic contact info such as name, email address, and phone number but also more specific data, such as when they signed up, last signed in, and the tags associated with them.
Track the progress of your business relationship with companies (including a list of their users). Use that data to monitor how well your support network is meeting a company’s needs and how much of your overall revenue comes from each of the companies that are interacting with your business via intercom.
Automatically categorize users based on set criteria. Then Intercom can assign support teams based on that criteria, which allows you to more easily match customers with the support team members that can best assist them.
Codat's End Points
Add company entities and organize them by various properties, including contact details, company name, registration number, etc. Then, retrieve this information as necessary or integrate it with other relevant customer platforms.
Use the bills resource to integrate your billing and organize it based on various properties, including ID, status, issue date, and currency. You can also retrieve all bills for a company as necessary to ensure that your information is always accurate and comprehensive.
Keep a record of the reduction in amount owed to a company resource by a customer. This information may also be linked to an invoice in the underlying accounting platform.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.