Integrate Intercom with LeanKit
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.
LeanKit is a kanban board management tool designed specifically for Lean that makes it easy to visualize and manage the workflow of various projects. It works by allowing users to analyze their work and see bottlenecks, waste, and areas of slowdown so that they can quickly address these issues and maximize their productivity.
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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.
LeanKit's End Points
Follow card movements through various lanes and retrieve the IDs of the board, card, and lane. Additionally, monitor when a card enters and exits the lane. This allows you to track speed of movement for these cards and send that lane movement information to other relevant tools.
Receive data about all available cards, including both identification info - like the card ID, card title, parent card ID and parent card title - and more action-oriented analytics data, such as card priority, start time, planned finish date, and current lane. Use this endpoint to track insights about specific cards or make card data accessible in other integrated data sources.
Historic User Assignments
Get a card’s assignment history. This includes the assigned users’ IDs, names, and email as well as historical data about when the card was assigned. This helps gauge the efficiency of various users and understand the workflow speed of each card.
Current User Assignments
Request a list of who is assigned to which cards. This list includes both data about the cards themselves (card ID, priority, and type) and information about the assigned users, such as their name, email address, and user ID. Use this data to track a specific user’s progress with their cards and/or visualize where and why bottlenecks occur.
View a list of cards with custom fields and access an array of information about them, such as their card IDs and the ID, label, type, and value of the related custom fields. Then, use this endpoint to export custom field data into data sources that provide valuable insights about those fields.
Examine all accessible lanes and get both identification data - like lane ID, title, class and type - and data about how the lane is used, such as the lane’s policy, creation date, position, and WiP limit. Integrate this endpoint with endpoints like ‘Cards” and “Current User Assignments” to get more specific analytics about the efficiency of different lanes in your workflow.
See the board IDs, card IDs, and titles of all tags that are attached to cards in your LeanKit. Use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.