
Connects Intercom customer feedback and bug reports with Planhat's customer context for streamlined workflows.
Vendor
Planhat
Company Website
The Planhat Intercom integration allows businesses to fetch Intercom chats and enrich them with comprehensive customer context directly within Planhat. This integration enables the retrieval of historical chats as 'Conversations' and automatically imports new chats as they occur. It also facilitates the auto-creation of 'End Users' discovered in chats. Furthermore, users can trigger Intercom in-app campaign messages from Planhat, either manually for selected End Users or automatically based on predefined criteria. These triggered messages are delivered instantly as snippets. Planhat utilizes the End User's email to associate chats with companies, ensuring that only chats with related company domains in Planhat are saved. The integration is configured through the 'Integrate' tab within Planhat, with detailed setup instructions available in the Help Center.
Features & Benefits
- Fetch Chats and Enrich Context: Retrieves Intercom chats and associates them with existing customer data in Planhat.
- Automated Data Import: Automatically imports historical and new chats as 'Conversations' and creates 'End Users'.
- Trigger In-App Campaigns: Enables manual or automated triggering of Intercom campaign messages from Planhat.
- Real-time Message Delivery: Ensures triggered Intercom messages are served instantaneously.
- Company Association Logic: Uses End User email to link chats to companies, filtering based on related domains.