Intercom
Ringotel integration for Intercom offers the following features:
Identifies contacts on incoming and outgoing calls.
Automatically creates Conversations for incoming and outgoing calls and brings call Subject and call Comment from Ringotel to Intercom Conversation.
Provides links to open Conversation and Contact entities from the Ringotel app.
Allows you to create contacts in CRM using the Ringotel mobile or desktop app.
Imports contacts from CRM into the Contact lists of Ringotel users.
Due to restrictions on the Intercom side, only calls associated with existing Intercom Contacts will be recorded in Intercom.
Due to validation rules on Intercom side, the Contact MUST have an email address, contacts created in Ringotel will not be brought to Intercom if they are missing or have a malformed email.
Create an Intercom app and get its Client ID and Secret
Navigate to the Intercom Developers Hub for you workspace(usually accessible by https://app.intercom.com/a/apps/your_app_id/developer-hub ) and click on the New App button.
You can find out how to set up and navigate to your workspace from the Intercom documentation found here:https://developers.intercom.com/docs/build-an-integration/getting-started#step-2-create-an-app .
Then, choose the name for the App and its environment and click Create App.
After that, the App is created and you should be taken to the App configuration screen.
Please navigate to the Basic Information tab and save the Client Secret and Client ID of the App, it will be used to set up the integration on the Ringotel side.
After that please navigate to the Authentication tab and click Edit.
Then, please check the “Use OAuth“ option and specify the redirect URL(by default it should be https://shell.ringotel.co/services/Intercom).
Then, specify the app`s permissions and click Save.
The required permissions for the app for the integration to function are as follows:
This should take care of the integration setup on the Intercom side.
Setting up the integration in Ringotel Shell Portal
Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an Organization → Integrations tab → click Enable Integration on the Intercom card.
Specify the Client ID and Client Secret of the App you have created as well as your Intercom app URL ID(for example, if your instance of Intercom is accessible by the URL https://app.intercom.com/a/apps/xyz/, you`ll need to specify xyz, no slashes, no quotation marks)
and click Save & Continue.
If the info provided was correct, you should now be redirected to the login screen of your Intercom instance where, after logging in, you will be asked to Authorize App`s access to your workspace.
Click Authorize access to continue.
After that you should be redirected back to Ringotel Shell to link Ringotel users with your Intercom admins.
After you are done mapping users please click Save changes and this should enable the integration for linked Ringotel users.
Import CRM contacts
The integration provides automatic contact identification on incoming calls. Additionally, you can import existing CRM contacts into the contact lists of the Ringotel users.
Navigate to your Organization -> Contacts, then click Import button.
Switch to the Intercom tab, which should appear if the integration is successfully configured.
Click the Next button to pull the list of Intercom contacts.
Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts , it may take some time to finish. You may close the window as the process will be finished in the background.
