Synchronize companies

Overview

In this destination service, DinMo will export and update attributes in the companies table, and, optionally, insert new company records.

To do so, you will need to go through these three steps:

• Creating an Intercom destination. Refer to the corresponding section for more info.

• Creating a custom segment or custom model composed of all the companies records and their attributes that will be updated in Intercom. Refer to this step-by-step tutorial to learn how to build segments without SQL in DinMo.

• Activating the segment or model to the Intercom destination to start sending data. Refer to the corresponding section for more info.

Each time the activation will be running:

• If you ticked the insert mode option, all new companies records in the segment or model will be inserted as a new company in Intercom

• All attributes values that have changed since the last activation will be updated in Intercom

If you chose not to insert new companies, only records of the segment or model who have an identifier linked to an Intercom company will be updated.

Note: Only company records which are linked to existing Intercom contacts will be displayed in the Intercom interface.

Destination setup

To start synchronizing companies, you are first required to create an Intercom destination with the corresponding destination service.

Learn how to create such a destination in our step-by-step tutorial

Activation configuration

Once the destination has been setup, and your DinMo segment created, you can create an activation to start sending data to Intercom right away.

Learn how to activate a segment in our step-by-step tutorial

Fields mapping

In the Fields mapping section, you are asked to specify the field contained in your DinMo segment corresponding to company ID. This field will be used to link the segment's records to existing company records in Intercom.

You can then map any other attribute existing in Intercom. These attributes will then be updated by DinMo during each activation. Non mapped attributes will not be modified by DinMo.

Custom Attributes

In this section, any field you select will be exported as a new custom attribute in Intercom. The associated field will have the same name in Intercom and DinMo.

The values of the attributes selected here will then also be updated at each activation.