Integrating CircleLoop with Intercom

The Intercom integration keeps your contacts in sync, logs call activity, allows you to click-to-call your Intercom contacts and enabled enhanced inbound caller ID.

To install the Intercom integration, follow the steps below:

  • Click the Settings icon within CircleLoop.
  • Click Integrations in the settings menu.

        Setting Menu

  • On the integrations page, locate Intercom and click Install.

      Intercom

  • Review the required permissions and click Authorize access.

       Intercom Auth

  • The Intercom integration will now install and connect your Intercom account with CircleLoop.

Configuring the Intercom integration

 

Once the Intercom integration is installed you can configure the setup by following the steps below:

  • Click the Settings icon within CircleLoop.
  • Click Integrations in the settings menu.
  • On the integrations page, locate Intercom and click Configure.

       Intercom Uni

  • Tick the check boxes for any features you wish to enable, you can also amend the active contacts to sync.

       Intercom Conf

  • Click Reconfigure.

Uninstalling the Intercom integration

 

To uninstall the Intercom integration, follow the steps below:

  • Click the Settings icon within CircleLoop.
  • Click Integrations in the settings menu.
  • On the integrations page, locate Intercom and click Uninstall.
        Intercom Uni-1