Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
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Connecting Intercom to Referral Factory lets you automatically send new leads and referrers to Intercom, sync Intercom contacts into your campaigns, and auto-qualify referrals when a contact's attributes change.
Step 1: Open the CRM integration tab
Go to Campaign Settings → Integrations and API → CRM tab. You'll see the Intercom tile alongside other CRM options.
Click Connect on the Intercom tile. A modal will confirm that connecting your Intercom account allows you to sync referrers and leads automatically, and configure your integration to qualify referred users when they convert.
Click Connect Intercom to proceed.
Step 3: Configure your integration
Once connected, you'll see the Intercom integration panel with two tabs:
Each tab lets you choose an action, map fields, handle duplicates, and set qualification rules. See the dedicated guides below for step-by-step instructions.
- Leads — Configure what happens when a new referred lead joins your campaign
- Referrers — Configure what happens when a new referrer joins your campaign
What you can do with the Intercom integration
- Send new leads to Intercom — Automatically create a lead or user in Intercom when someone is referred
- Send new referrers to Intercom — Automatically create a lead or user in Intercom when a referrer signs up
- Sync Intercom contacts as referrers — Import contacts from Intercom into your campaign
- Auto-qualify referrals — Qualify leads automatically when an Intercom data attribute changes