How To Sync Intercom Contacts with Referral Factory (and Generate Their Referral Links)

Sync your Intercom contacts to automatically generate their unique referral links, which you can then send back into Intercom. That way, you can distribute referral links directly from Intercom!

Before you configure the sync between Referral Factory and Intercom, you will need to create a custom attribute in Intercom to store each contact's Referral Link. You may also want to create custom attributes to store each referrer's performance metrics, i.e. the number of people they have referred and the number of those referrals that have been successful. 

You can learn more about creating custom fields in Intercom's knowledge base: 

🔗 Create Custom Data Attributes 🔗

You can sync your Intercom contacts from three places in the Referral Factory dashboard:

👉 From the Users Tab.

→ Click Add Users.

→ Click Sync Your CRM Contacts.

👉 From the Campaigns tab.

→ Click Sync Your Contacts.

👉 From the Promote section inside the campaign builder.

→ Click Generate referral links for your contacts by syncing them.

→ You have the option to sync the following contacts between Referral Factory and Intercom:

• Only your Leads.
• Only your Users.
• All Contacts. 
• Members of a specific Segment.

→ Select who you want to sync between Referral Factory and Intercom. If you want to sync members of a specific segment, choose the segment from the drop-down list.

→ Click Next.

→ Map the data fields from Intercom to the relevant data fields in Referral Factory. 

→ Click Next.

→ Map the data from Referral Factory to the custom attributes you have created in Intercom. To surface each contact's referral link inside Intercom, you must map the field "Referral Link". 

→ Click Next.  

→ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing. 

→ Click Start Sync.

→ Success!