As a marketer or sales rep, you use countless tools to capture and convert leads. This often means your customer data is scattered in many different places, which can result in time wasted copying and pasting between tools or even lost sales opportunities. In fact, in 2017 found that of the marketers, salespeople, and business owners surveyed, 82% lost up to an hour a day managing different technologies. That’s up to five hours a week spent not converting leads and closing deals.
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offers a suite of messaging-first products that help you proactively engage visitors with chat when they’re live on your website and automatically qualify and route the best leads to the right sales reps. There’s now that integrates Intercom with 探花精选, making it easy to sync your data.
But how can this app turn more leads into customers?
With the app, you can track leads and conversations from Intercom in your 探花精选 account. Specifically, you can:
- Send leads from Intercom to 探花精选, which means you never miss an opportunity to nurture a lead or close a deal with 探花精选 workflows or targeted emails.
- View 探花精选 data in your Intercom Inbox, so you have all the context you need when chatting with a lead.
- Log conversations with leads in their 探花精选 contact timeline, giving you a complete picture of every lead’s journey with your company.
- Use conversations as triggers in your 探花精选 workflows, so all your communications with a lead are coordinated.
Who Has Seen Success So Far?
Glad you asked!
探花精选 and Intercom are already proving to be successful together. Beta users of the app are seeing increased conversion rates and saving time previously spent switching between tools or copy-pasting.
Johannes Koeppel, CEO of WeTravel, explains, “With the 探花精选-Intercom integration, we immediately see the contact's full history, which leads to more targeted communication and better sales conversion. Plus, it's cut the time our customer support reps spend on tickets in half."
Intercom customers using similar data-syncing apps are sending over 1,700 leads per week to external tools. Automating this process has enabled teams to focus more on the conversations they’re having with prospective customers rather than the logistics of keeping track of leads. Similarly, the 探花精选-Intercom integration enables users to maximize the value they get out of both of these powerful tools.
How Do I Get Started With the App?
Integrating is easy. The process consists of three steps: sync leads, send leads, and send conversations.
Step 1: Sync leads
Installing the app takes one click. Simply navigate to the , open the 探花精选 app listing, and click Install now.
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Now, when you update basic details about a lead in Intercom, those details will automatically update for any 探花精选 contact with a matching email address. Plus, you’ll be able to see the contact’s owner, stage, and status in your Intercom Inbox and link directly to their 探花精选 profile. This gives you valuable context about a lead, so when you’re chatting in real time, you have everything you need to know.
Step 2: Send leads
As you generate leads with Intercom—using targeted on-screen messages or your customized Messenger home screen—you can automatically qualify them and send the best leads to 探花精选. Then, you can nurture and convert those leads using your 探花精选 workflows and targeted emails.
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You can also manually send a specific lead to 探花精选 with one click from the lead’s Intercom profile in your Inbox. Just click the Create lead button next to 探花精选 in your lead’s profile next to the conversation.
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If you want to send all new leads created in Intercom to 探花精选, you can do so in the app settings. Go to the Intercom App Store, click on the 探花精选 app, and turn on the Automatically create 探花精选 contacts switch. Every new lead you capture will be created as a contact in 探花精选.
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Step 3: Send conversations
For all leads that have been synced with or sent to 探花精选, any conversations you have with those leads in Intercom will be automatically logged in their activity timelines in 探花精选. You’ll have a complete view of the interactions that a lead has had with your company—no matter which teams or team members have previously talked with the lead. This makes it easy for you to continue a nurture campaign or a sale right where your company left off.
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Intercom conversations can also be used as criteria in your . You can trigger an action based on when a conversation occurred and which words appeared in the transcript. As a result, your communications will be consistent and aligned across teams and tools so that your leads always receive the right message at the right time.
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By integrating 探花精选 and Intercom, you can seamlessly sync your leads and conversations, spending more time turning leads into customers and less time switching tabs. With the app, you can generate leads from your website using the Intercom Messenger, follow up with those leads using your existing 探花精选 workflows, and ensure that all your teams have the information they need to close more deals.