Intercom is a popular customer service and messaging app that enables you to manage communication with leads from your website as well as users of your web service. This Intercom spreadsheet integration for Google Sheets and Microsoft Excel enables you to import data from your Intercom account, like contacts, recent signups and user events. This add-on will enable you to integrate on-demand, refreshable customer management data without leaving your spreadsheet.
For example, with this Excel and Google Sheets add-on you can:
- Enrich a list of emails with Intercom profile information, like phone, location, signup date, and referrer.
- Import user event data, based on an email address, including event name and timestamp.
- Extract a list of recent signups in Intercom based on number of days, and return information like user id, email, phone number, name and referrer.
Here are some examples:
Get the user_id, name, and phone number for 'bbaggins@shire.com' based on email address:
=FLEX("YOUR_TEAM_NAME/intercom-enrich-users", "bbaggins@shire.com", "user_id, name, phone")
Get the name and date of an action performed by 'bbaggins@shire.com':
=FLEX("YOUR_TEAM_NAME/intercom-events", "bbaggins@shire.com", "event_name, created_at")
Get a list of user ids, emails, and names of the last 20 user profiles that were added:
=FLEX("YOUR_TEAM_NAME/intercom-signups", 20, "user_id, email, name")
The Intercom spreadsheet functions utilize Flex.io and Intercom. To use these functions, you'll need:
- A Flex.io account to run the functions
- A Flex.io Add-on for Microsoft Excel or Google Sheets to use the functions in your spreadsheet
- An Intercom account to provide access to data from your account.
Once you've signed up for Flex.io and have the Flex.io Add-on installed, you're ready to install the function pack.
You can install these functions directly by mounting this repository in Flex.io:
- Sign in to Flex.io
- In the Functions area, click the "New" button in the upper-left and select "Function Mount" from the list
- In the function mount dialog, select "GitHub", then authenticate with your GitHub account
- In the respository URL box, enter the name of this repository, which is "flexiodata/functions-intercom"
- Click "Create Function Mount"
If you prefer, you can also install these using the Flex.io Intercom Integration.
Once you've installed the function pack, you're ready to use the functions.
- Open Microsoft Excel or Google Sheets
- Open the Flex.io Add-in:
- In Microsoft Excel, select Home->Flex.io
- In Google Sheets, select Add-ons->Flex.io
- In the Flex.io side bar, log in to Flex.io and you’ll see the functions you have installed
- For any function, click on the “details” in the function list to open a help dialog with some examples you can try at the bottom
- Simply copy/paste the function into a cell, then edit the formula with a value you want to use
Here are some additional resources:
- Intercom Function Documentation. Here, you'll find a list of the functions available, their syntax and parameters, as well as examples for how to use them.
- Flex.io Add-ons. Here, you'll find more information about the Flex.io Add-ons for Microsoft Excel and Google Sheets, including how to install them and use them.
- Flex.io Integrations. Here, you'll find out more information about other spreadsheet function packs available.
If you have question or would like more information, please feel free to live chat with us at our website or contact us via email.
This project is licensed under the MIT License. See the LICENSE file for details.