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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
What to do at provider side to integrate
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 New App: Click on the New App button.
Set a name and select the desired workspace.
Click on 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. It is needed for integrating intercom with callhippo.
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 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 intercom for which we intend to push activities into the intercom.
Settings of Integration (Intercom Webhook Setup)
All your existing contacts will be synced with CallHippo automatically. To sync new contacts you need to setup a webhook in Intercom as described below.
1. Configure Webhook: Click on the Webhooks tab in Intercom.
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: Existing and new contacts in Intercom sync automatically with CallHippo. The contacts can be found in callhippo dialer’s contacts tab.
Outbound Calls: Make calls directly from Intercom using CallHippo Click to Call extension.
Call and SMS Activity Logs: 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.
Installation of CallHippo Click to Call Extension
Install the extension from the Chrome Web Store: [CallHippo Virtual Phone System]: Click here
FAQ of Click to Call Extension: Click here