From Intercom into ChartMogul
ChartMogul imports your Intercom companies as customers, with the contacts that belong to them, in real time. Each company's creation date in Intercom becomes its lead date, and you choose which custom attributes to bring in. Intercom's API doesn't expose company notes, so those aren't imported.
To avoid duplicates, set up a merge automation so Intercom companies merge with the matching customers from your billing system.
From ChartMogul into Intercom
ChartMogul writes its data to your Intercom contacts, including MRR, ARR, net payments, customer status, plan, subscriber since, and a link to the customer's record in ChartMogul. The sync runs once a day, starting at 09:00 UTC.
Before you connect
- You connect by signing in to Intercom and approving access. You need to be an admin in Intercom.
- For the destination, choose how you match customers carefully: it can't be changed after setup.
Setting it up
The Intercom guides cover importing from Intercom and sending data to Intercom, including the full list of fields.