Intercom is a leading customer communication platform that helps businesses build stronger relationships through messaging, live chat, and customer support. Cargo’s native integration with Intercom allows you to create, update, and manage contacts directly from your workflows.
How to set up Intercom
To connect Intercom, you’ll need an access token from your Intercom account.
Connection details
| Field | Description |
|---|
| Access token | Your Intercom Private App access token |
You can generate an access token by creating a Private App in your Intercom
Developer Hub. Make sure to grant the necessary permissions for contacts.
- Use Intercom in workflows — Choose Intercom from the node catalog within a Play, Tool, or Agent.
Create a new contact in Intercom.
Use cases
- Lead capture – Create contacts from inbound leads, form submissions, or enrichment workflows
- Customer onboarding – Add new customers to Intercom for proactive support
- Data sync – Keep Intercom contacts in sync with other systems
Configuration
| Field | Description |
|---|
| Mappings | Map standard contact fields to values |
| Custom Mappings | Map custom attributes to values |
- Avoid duplicates – Ensure contacts aren’t duplicated when syncing data
- Data enrichment – Update existing contacts with new information
- Idempotent operations – Safely retry operations without creating duplicates
Configuration
| Field | Description |
|---|
| Intercom Matching Field Name | Field to match on: Email, External ID, or Intercom ID |
| Matching Value | The value to match against |
| Mappings | Map standard contact fields to values |
| Custom Mappings | Map custom attributes to values |
When upserting, Intercom will first search for an existing contact matching
your criteria. If found, it updates the contact; otherwise, it creates a new
one.
- Data enrichment – Update contact information with enriched data
- Lifecycle updates – Update contact attributes based on user actions
- Sync changes – Push updates from your CRM or other systems to Intercom
Configuration
| Field | Description |
|---|
| Intercom Matching Field Name | Field to match on: Email, External ID, or Intercom ID |
| Matching Value | The value to match against |
| Mappings | Map standard contact fields to values |
| Custom Mappings | Map custom attributes to values |
- GDPR compliance – Remove contacts upon data deletion requests
- Data cleanup – Remove invalid or outdated contacts
- Lifecycle management – Remove contacts that no longer meet criteria
Configuration
| Field | Description |
|---|
| Intercom Matching Field Name | Field to match on: Email, External ID, or Intercom ID |
| Matching Value | The value to match against |
Deleting a contact is permanent and cannot be undone. Make sure you have the
correct matching criteria before executing this action.
Best practices
When updating or deleting contacts, choose your matching field carefully:
- Email – Best for most use cases; matches contacts by email address
- External ID – Use when you have a consistent external identifier from your systems
- Intercom ID – Use when you’ve previously retrieved the contact and stored its Intercom ID
Custom attributes
Intercom supports custom attributes on contacts. Use the Custom Mappings field to set values for any custom attributes you’ve defined in your Intercom workspace.
Define your custom attributes in Intercom first, then use the autocomplete in
Cargo to select them when configuring your mappings.
