Reasons to Integrate Intercom with Google Sheets

• Automate workflows to increase efficiency in processes involving both platforms.
• Automate data entry, reducing manual work and potential for human error.
• Streamline lead management by automating the creation and updating of leads.
• Enhance lead capture mechanisms by connecting lead information to a central database.
• Automate outreach efforts by syncing communication initiatives between platforms.
• Generate automated reports to improve insights and decision-making.
• Facilitate the creation and update of Intercom leads directly from Google Sheets.
• Create conversations in Google Sheets based on Intercom interactions for better tracking.
• Utilize tools like SeekWell and KPIBees to send and query data from Intercom to Google Sheets.
• Employ Skyvia for code-free integration, data import/export, and advanced features like UPSERT.

Intercom and Google Sheets Integration Setup Requirements

To effectively set up an integration between Intercom and Google Sheets, there are specific requirements and steps that need to be followed. This process involves the use of Google Sheets scripts, the Intercom API, and the automation platform Zapier. The integration allows for seamless communication between the two platforms, enabling automated data transfer and synchronization.

1. Create a new Google Sheet by typing sheet.new in the Chrome toolbar to serve as the foundation for your data.
2. Name your new Google Sheet to organize and identify it easily.
3. Access the Google Apps Script environment by clicking on Extensions > Apps Script in your new Google Sheet.
4. Name your Google script to reference it later.
5. Review the Intercom API documentation thoroughly to understand the available data and how to access it.
6. Write your Google Sheets script code to import the desired data from Intercom, starting with the header columns.
7. Utilize an API explorer or the Intercom Postman collection to familiarize yourself with the data you can access.
8. Set up a Zapier account and use it to create automated workflows between Google Sheets and Intercom, leveraging Zapier's extensive library of integrations.
9. Use Zapier to automate the creation and updating of rows in your Google Sheet based on events in Intercom such as new leads, users, conversations, or companies.
10. Configure the Google Sheets script to run automatically every minute to ensure the data remains updated in real-time.

Integrating Intercom with Google Sheets

There are numerous ways to integrate Intercom with Google Sheets, each serving a specific function or automating a part of your workflow. Leveraging the power of Zapier, these integrations can help automate data entry, manage leads, capture leads, conduct outreach, and generate reports. Whether you are looking to create or update leads, manage user conversations, or update company details, the integration between Intercom and Google Sheets through Zapier can be customized to fit a variety of needs.

Automating Workflows with Triggers and Actions

Using Zapier, you can connect Intercom with Google Sheets by setting up Zaps that use triggers and actions. A trigger, such as a new Intercom conversation or a new row in a Google Sheet, initiates the workflow. Subsequently, an action is performed, such as creating a new spreadsheet or updating an Intercom user. This setup allows you to automate repetitive tasks, saving time and reducing the risk of human error.

Creating and Updating Leads and Users

One common use case for integration is the automation of lead and user management. With Zaps, you can automatically add new leads or users from Intercom to a Google Sheet, or update existing leads or users when a Google Sheet row is updated. This ensures that your customer information is always current and easily accessible for further analysis or outreach.

Managing Company Information and Conversations

Zapier also allows for the seamless management of company details and conversations in Intercom. You can create Zaps that capture new company information and log conversations in Google Sheets. This data can then be used for reporting, analytics, or to trigger further actions within your business processes.

Enhancing Data Entry and Reporting

For businesses that rely on up-to-date data entry and require regular reporting, integrating Intercom with Google Sheets can be a game-changer. You can automate the process of entering new data into your sheets and generate reports based on the latest information from Intercom, including leads, users, and conversation details.

Using Sourcetable as an Alternative

While Zapier offers a robust solution for integrating Intercom with Google Sheets, there is an alternative worth considering: Sourcetable. Sourcetable syncs your live data from almost any app or database, providing a powerful tool for those who need to combine data from multiple sources and require a more comprehensive data management solution.

Common Use Cases

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  Create new rows on google sheets for new users on intercom
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  Generate google sheets rows from new intercom conversations
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  Add new google sheets rows for new tagged intercom users
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  Create google sheet rows for new closed conversations in intercom
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  Add intercom users from new google sheets rows

Frequently Asked Questions

Can I pull data from Intercom into a Google spreadsheet?

Yes, you can pull data from Intercom to a Google spreadsheet either by manually downloading Intercom reports in CSV and uploading them to Google Sheets, or by using a script to connect directly to the Intercom API.

What is the best way to integrate Intercom with Google Sheets?

The integration of Intercom with Google Sheets can be done using Zapier to automate workflows such as lead management, lead scoring, and updating users or leads.

What are the benefits of integrating Intercom with Google Sheets?

Integrating Intercom with Google Sheets is useful for creating and updating leads and users in Intercom, managing leads, automating workflows, and adding new users or leads as rows in Google Sheets.

How can I automate lead management between Intercom and Google Sheets?

By integrating Intercom with Google Sheets, you can automate lead management processes such as creating or updating leads and users in Intercom, tagging, lead scoring, and adding new leads to Google Sheets rows automatically.

Can I create Google Sheets rows for new Intercom events?

Yes, with the integration, you can create Google Sheets rows for various Intercom events, like new leads, users, tags, companies, and unsubscriptions.