Reference
Questions and answers
Short answers, each with a link to the page that explains more.
How is this different from the Intercom integration HubSpot lists?
YTI Sync writes the whole conversation as one readable note on the contact and the company and keeps it up to date, turns Intercom tickets into HubSpot tickets with their stage, and shows HubSpot fields to your support team in Intercom. Everything is configurable from one settings page in HubSpot, with a sync log that says what happened to each conversation.
Do I need a paid HubSpot or Intercom plan?
No paid HubSpot plan is needed: it works with free HubSpot CRM accounts too, since notes, contacts, companies and tickets exist in all of them. On the Intercom side, any workspace that can install apps works.
Does YTI Sync keep a copy of our conversations?
No. Message text is read from Intercom when a conversation syncs and written straight to HubSpot. Our server keeps only IDs, settings and a log without message text. See Permissions and data.
Our Intercom workspace is in Europe or Australia. Does it work?
Yes: choose the region when you connect. Data from your workspace travels only between Intercom's region, HubSpot and our server in Germany.
What about conversations Fin or another bot handled?
By default they aren't logged, so HubSpot shows the conversations your team actually had. Turn off Skip conversations only a bot answered to log them too; bot replies are marked in the note.
Does it change anything in Intercom?
Only on Pro, and only the hs_ contact attributes it creates for the HubSpot fields you choose. It never sends messages or changes conversations and tickets.
Can we connect several Intercom workspaces?
One workspace per HubSpot account, and one HubSpot account per workspace. For several, write to support@yti.digital.
Will the notes trigger HubSpot workflows?
Notes and tickets are ordinary HubSpot records, so workflows and reports that look at notes or tickets see them like any others.
What happens to our notes if we uninstall?
They stay in HubSpot: they are your records. Our server deletes what it holds 30 days after the uninstall.
How much does it cost?
Free for 50 conversations a month; Starter $29 a month for all conversations and tickets; Pro $59 a month adds HubSpot fields in Intercom and 12 months of history. Paid plans start with 14 days free. See Plans and billing.
Where do I get help?
E-mail support@yti.digital; we answer within one business day. Troubleshooting explains every message in the sync log.