What it syncs
Intercom card on contacts
An Intercom conversations card for HubSpot contact records: the person's latest conversations, open ones first to the eye, each one click away in Intercom. On every plan; add it to your record layout once.
What the card shows
- The contact's 5 latest Intercom conversations, newest first, found by the contact's email.
- For each: its title (or the start of the first message), its state (open, snoozed, closed) and when it last changed.
- How many of them are open, and a link to the person in Intercom with all their conversations.
Add it to contact records
HubSpot doesn't put app cards on existing record layouts by itself: someone who may edit record layouts adds the card once, and everyone who uses that layout sees it.
- Open any contact and click Customize above the middle column (or go to Settings → Objects → Contacts → Record customization).
- Open the view your team uses, for example Default view.
- In the middle column, click + where the card should go, open the Card library tab and search for Intercom.
- Click Add card next to Intercom conversations, then Save and exit.
Like any card, it can be moved, put on another tab or removed in the same editor.
Card and notes together
| Notes on the timeline | Intercom card | |
|---|---|---|
| What it holds | The whole conversation, kept in HubSpot | The latest conversations, read when the record opens |
| Good for | History, reports, workflows, search | A quick look at what is going on right now |
| Plan | Free: 50 a month; Starter and Pro: all | Every plan |
When the card is empty
- No email on this contact: conversations are found by email.
- No Intercom conversations: nobody with this email has written to you in Intercom.
- Intercom is not connected: the card offers Connect Intercom. See Settings and sync log.
Nothing is stored for the card
The card asks Intercom each time a contact record opens; its contents are not kept by YTI Sync. See Permissions and data.