In general, Highways Apps sync transcripts from Intercom when you undertake a significant action within our apps. For example: Creating a Contact, Person, User or Lead Creating a Deal, Opportunity or Task Adding a Note or Comment However, we also continuously sync Intercom transcripts for the following apps: Pipedrive Keap HubSpot SalesLoft Zendesk Sell Our […]
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 […]
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 […]
When a contact is loaded in the Keap app by Highways, the most recent opportunities are loaded. To view further information, simply click the opportunity. On the following page, you will see information about the opportunity in addition to a direct link to Keap:
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 […]
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.
To connect Keap to Intercom, you will require: An Intercom Account A Keap by Infusionsoft Account Generally speaking, you will require an admin of both Intercom and Keap to install your App first before other teammates in Intercom can use it. When you are ready, head to our Keap App page and click Install. You […]