Prerequisites
Before you start, you will need the following information from Intercom.- Client ID (required for advanced authentication)
- Client Secret (required for advanced authentication)
- To obtain the Client ID and Client Secret, refer to this article.
Connecting Intercom to Upsolve
- Navigate to your project in Upsolve and open Project settings → Connections.
- Select your data source from the Connect data cards to begin.
- The Intercom connection form opens with Intercom preselected.
- Enter a name for your data source and input the Client ID and Client Secret you obtained in the previous step.
- Click “Sign in” to create your Intercom data source and allow Upsolve access to your Intercom account.