To integrate your CallHippo account with intercom follow the below steps.
Notes
Make sure the user with owner access on both CallHippo and Intercom accounts can integrate the CallHippo <> Intercom.
Ensure that OAuth and webhook permissions are enabled in Intercom. Full access to settings is required.
Data synchronization is almost instantaneous, but it may take a few minutes for initial sync of existing contacts.
Modules included in the Integration
Leads Module
Contact Module
Steps to Setup Integration at Intercom:
1. Log in to Intercom: Use the account you wish to integrate with CallHippo. {Owner account is preferable.}
2. Navigate to Settings: Click on the Settings icon in the bottom left corner.
3. Access Integrations: Click on Integrations and then Developers Hub.
4. Create a New App: Click on the New App button.
Set a name and select the desired workspace.
Click on the Create App button. Your app will be created successfully.
5. Note Client ID and Client Secret: In the Basic Information tab, note down the Client ID and Client Secret.
6. Note down the AppId: From the Intercom URL copy the highlighted part. Integrating the intercom with CallHippo is needed.
7. Enable OAuth: In the Authentication menu, edit settings to select the Use OAuth checkbox.
Add Redirect URL: "https://web.callhippo.com/integrations". Save changes.
Steps to follow for Integration at CallHippo:
1. Navigate to Integrations: Go to the integrations page on CallHippo and find Intercom.
2. Connect Intercom: Click on the Connect button.
Paste the Client ID, Client Secret, and App ID from the Intercom.
Click on Connect now.
3. Authorize Access: You will be redirected to Intercom to authorize access.
Once authorized, you will be redirected back to CallHippo with the status set to Integrated.
Successfully integrated your CallHippo account with Intercom.
By clicking on the call icon we can assign those numbers to the intercom for which we intend to push activities into the intercom.
Settings of Integration (Intercom Webhook Setup)
To sync new contacts you need to set up a webhook in Intercom as described below.
Configure Webhook: Click on the Webhooks tab in Intercom.
1. Enter the request endpoint URL: First, obtain the CallHippo user ID. You can get this from Profile > additional settings.
Paste this URL: https://activity.callhippo.com/integration/users/xyz/intercom/webhook/intercomevent (replace `xyz` with your CallHippo user ID).
2. Select Webhook Topics: Choose the following events:
- contact.lead.created
- contact.lead.updated
- contact. user.created
- contact.user.updated
- contact .deleted
- conversation.admin.single.created
- conversation. user.created
3. Save Settings: Save the webhook configuration.
Integration Features
- Automatic Sync: New contacts in Intercom sync automatically with CallHippo. The contacts can be found in callhippo dialer’s contacts tab. The existing contacts available in intercom will be synced with callhippo once the number is dialed through click to call.
- Outbound Calls: Make calls directly from Intercom using the CallHippo Click to Call extension.
- Call and SMS Activity Logs: The intercom logs all call and SMS activities related to contacts.
Activity passed on Integration
1. Call Activity: Sent to Intercom's recent events for any calls made/received to an Intercom contact.
Incoming call
- Call type: Incoming
- Call status: Completed
- Call started time: 2024-08-07T12:10:44+00:00
- From number: +16176754444
- To number: +16176758888
Outgoing call
- Call type: Outgoing
- Call status: Rejected
- Call duration: 00:07
- Call started time: 2024-08-07T12:10:44+00:00
- Recording URL: www.recording/inside/file.com
- Call notes: Test Notes
- Called by: Jane Doe
- From number: +16176754444
- To number: +16176753333
2. SMS Activity: Sent to Intercom's recent events for any SMS sent/received from an Intercom contact.
- SMS Type: Outgoing sms
- SMS sent time: 2024-08-07T17:59:19+05:30
- Sent by: Jane Doe
- From number: +447402105793
- To number: +91123456789
- SMS Content: Hello, How are you?
The activities will be found under the saved contacts.
Install the CallHippo Virtual Phone System extension from the Chrome Web Store: Click here
FAQ of Click to Call Extension: Click here