The Intercom Power-Up for Trello helps your team better understand the feature requests, bugs and issues you’re tracking in Trello by adding useful context from Intercom.
It only takes a few clicks to get set up, and then you’ll be able to quickly find and attach conversations, users and companies from Intercom directly to cards for easy reference.
Why integrate with Trello?
This integration is great for helping you and your team understand feature requests and bug reports your customers send you through Intercom. For example, you can:
Assess the priority of a request by seeing how many customers have requested a specific feature.
Understand the context behind a feature request or bug report by seeing the conversations that triggered it.
See which customers requested a feature or reported a bug, so you can follow up with them once the feature is live or the bug has been fixed.
How to add the Intercom Power-Up to a Trello board
1. Select a Trello board and click the three-dots menu button on the top right of the board header.
2. Then select the Power-Ups button from the menu.
3. On the Power-Ups screen, search for "intercom" and click Add on the Intercom Power-Up.
4. On the Intercom Power-Up screen, click "Add" to install the Power-Up and then close the Power-Ups screen.
Important: You’ll need to enable the Intercom Power-Up on each board you’d like add users, conversations and/or companies to.
5. Now go to any Trello card on your board and you'll see "Intercom" under Power-Ups.
6. Choose to Attach a User, a Company or a Conversation to your Trello card, you'll need to click the "Connect with Intercom" button the first time you do this.
7. The Power-Up will now ask you to authorize the connection to Intercom. Click the "Authorize access" button.
8. You're all set! 🎉
How to add users, companies and conversations to a Trello card
Now you can quickly and easily attach Intercom users, companies or conversations to any Trello card on your board. For example, you could search for and attach conversations where customers requested your calendar feature.
Once you’re in a card, just click on the Intercom Power-Up icon on the right. From here, select the ‘Intercom’ button and choose whether you’d like to attach a user, company or conversation.
Next, search for the user or company name you’d like to add. Or you can search for a keyword to find specific conversation by entering text in the search field.
Once you attach a user, company or conversation to a Trello card, it'll appear in your Trello card attachments with a handy preview so you can get useful context at a glance. Just click the link to view the full profile or conversation in Intercom.
You can now link Intercom users, companies or conversations to our Trello cards and work more seamlessly between Intercom and Trello.
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