Intercom helps teams communicate with customers. Notion for Intercom allows teams and team leaders to track segments of users over time, to get a better picture of how customers behave and succeed within a software product.
In the video, we cover how to get Intercom metrics on a dashboard and build custom metrics based on your Intercom segments.
Notion for Intercom Superpowers
Our Intercom integration gives you new super powers to understand how your people segments, company segments, tags, and conversation metrics are trending over time.
We have templates for tracking:
- Conversation count by status
- Conversation count by teammate
- Company segment count
- People/user segment count
- Tag count on conversations
- Tag count on companies
- Tag count on people/users
These templates give you an incredible amount of flexibility to build the custom metrics that will help you focus and improve.
Connecting to Intercom
To connect Intercom with Notion, you'll need to have an existing Intercom account. From the Notion Integrations page select Intercom. Now, from the Notion Intercom Integration page, you'll Connect Intercom.
You'll immediately be redirected to authenticate to Intercom. We ask for read permissions only.
Click Connect and you'll be redirected back to the Notion Intercom Integrations page.
Now you're all set to start using your people, company segments, and conversation metrics to build out dashboards and reporting to track customer usage behaviors and internal team performance.
Ingredients are the building blocks of the KPIs and metrics you track with Notion. They can be added directly to a dashboard or combined in Recipes, custom formulas you can build with ingredients from any source.
To create an ingredient, choose either a company segment or a people segment template from the left side panel on the Notion for Intercom Integration page. You can name each ingredient whatever you choose.
Next, select the segment you want to track. Any existing segment you have predefined in Intercom will be available to use. If you have just created a new segment in Intercom, it will appear in Notion after the next sync. You can use the same template as many times as you want, so you can easily track the same ingredient across multiple segments.
Your Intercom people and company segment ingredients will update automatically each day, giving you an accurate trend over time.
Mash-up your data
Once you have data flowing to Notion, try using our recipe builder to mix and match data from all of your tools.