Monthly Archives: January 2020

Do chat transcripts sync to Keap from Intercom?

Yes, our app syncs your Intercom Conversation to Keap under three conditions: If you create a Contact in Intercom via our App If you create an Opportunity in Intercom via our App During conversation updates, if you have continuous sync enabled. Read more about Continuous Sync here.

Can I create an order in Keap with Intercom?

Currently, Highways.io does not support the creation of Orders in Keap via Intercom. The reason for this is the complexity of Order creation versus the available elements in the Intercom canvas. We recommend at this time you use Keap to create orders but if you require this feature in Intercom, please let us know! Your […]

How do I create an opportunity in Keap with Intercom?

When the Keap by Infusionsoft App loads in Intercom, it will search for an existing contact in your Keap CRM based on the email of the contact. If a contact exists, the contact information will be shown. Please note, a contact must exist in Keap for current opportunities to be shown and to permit you […]

How do I create a contact in Keap with Intercom?

When the Keap by Infusionsoft App loads in Intercom, it will search for an exisiting contact in your Keap CRM based on the email of the contact. If a contact exists, the contact information will be shown. To create a contact, or if one does not exist, simply click Create Contact when prompted. On the […]

Can I make calls in SalesLoft from Intercom?

At present, our app does not support the making or receiving of calls in the Intercom Inbox. This is partly due to constraints of the Intercom Canvas and partly with restrictions of the SalesLoft API. As a workaround, we provide a direct link to the SalesLoft dialler in the Intercom Inbox. We would welcome your […]

How do I review SalesLoft Call information in Intercom?

On the main canvas, the most recent three calls to a given contact will be shown. This information will include the status of the call and the sentiment, in addition to the date the call was made. By clicking a given call, further information can be obtained: Note: The level of information available for a […]

How can I view or add notes to a person in SalesLoft from Intercom?

To view or add notes, click the avatar of the person from the main canvas: When their profile loads, there most recent notes will be displayed in Intercom as pulled from SalesLoft. To add a new note, click Add Note Then you can add a Subject and Content to the note, and when ready, click […]

Can I add a person to a cadence in SalesLoft with Intercom?

Yes! To add a person to a SalesLoft cadence with Intercom, simply choose Add to Cadence from the main canvas: From there, choose the Cadence you wish to add a Person to and then click Add to Cadence If successful, you will receive positive confirmation: And the cadence will display in the main canvas. To […]