You can turn more visitors into qualified leads and convert them into customers, at scale. Read on for more details.
Define the data you need to qualify your leads
A customizable qualification section for your lead and user profiles allows you to capture key information about them, like company size, industry and more.
You can choose exactly what’s included here. To choose the data that appears here, go to your qualification data settings and select Add data. You can either:
Create custom qualification data that matters to your business.
Manage leads in the Inbox
Automatically qualify your leads
You can automatically capture the details you need to have meaningful conversations with your leads, which saves your team time. Just visit the 'Qualify leads' section of AI & Automation > Simple automations and choose up to four pieces of data to collect:
Then, when a lead gets in touch, Fin asks them for their qualification data:
You can also create Workflows to automatically qualify leads, assign them to a specific team, tag them so you can add them to series and/or send them to Salesforce.
To create leads in Salesforce, you’ll need to connect your Salesforce account to Intercom.
Assign leads to the right team
From AI & Automation > Simple automations, you can select a follow-up action to Assign to a specific team, like your VIP sales team. The conversation will then be assigned based on team's assignment method.
Manually qualify your leads as you chat
As your sales team chats to your leads and gathers new qualification data about them, they can manually add it to each lead’s qualification profile in the Inbox.
Your team can see each lead’s qualification status too. Teammates can add and edit any data they add - just click on the data in your lead's profile:
Nurture your leads faster by sharing apps
You can book meetings, join video calls and more, by sharing apps with your leads as you chat.
With Messenger apps, it's easy for your leads to take key actions during conversations, so you can convert them into customers faster. Sharing apps via the Inbox is easy, just hit Command + K and search for the app you want to send to your lead.
Track and optimize your sales team’s performance
Leads report shows you the value of live chat for your business, so you can prove and improve your ROI.
You can see:
How many new leads your sales team has generated.
Your team's first response time to leads.
How many qualified leads you’ve sent to Salesforce and more:
Quickly get context on your leads’ latest conversations
You can also see the last three conversations a lead or user had with any of your teammates. This gives you faster context when answering questions. Just select a conversation to quickly view it.
Send outbound messages to leads
Send action-based messages to visitors as chats
You can send targeted messages to visitors, and add buttons for clearer call to actions.
Send important messages to visitors as posts
And you can send important announcements for your visitors as posts to capture more attention.
Target your ongoing messages by referral URL
We’ve made it easy to target visitors who arrive on your website after clicking a link from a specific site. For example, if you’re offering people a discount on ProductHunt to try a new feature, you can send a message to anyone who arrives at your site from that link.
When adding audience rules to your outbound message, just select "Referral URL" as your rule, then add your link.
Optimize your messages to visitors
You can A/B test your messages to visitors to help you fine tune your content to capture more leads.
Capture leads through the Messenger
Choose who can see the Messenger for higher quality conversations
You can chat to more of the leads you want to by only displaying the Messenger to specific visitors based on page, behavior, location, Clearbit Reveal data and more.
From Settings > Channels > Messenger > Conversations > Control inbound volume, select Visitors. Then choose + Add display conditions and choose which types of visitors you’d like to show the Messenger to:
Capture leads with Messenger apps
You can capture and qualify leads faster by adding apps to your Messenger home:
For example, you can use the Get a Demo app to let visitors and leads request a demo with your sales team. You can also use the Content Showcase app to engage your visitors with a specific blog post or page.
Send qualified leads to Salesforce
Our Salesforce integration already helped you capture, nurture and convert leads. Now you can send qualified leads to Salesforce and keep your data in sync.
It’s easy to map your Intercom qualification data to specific Salesforce lead fields. Just visit your Salesforce integration settings page and select a Salesforce lead field for every piece of Intercom qualification data you’ve added.
Integrate with Clearbit Reveal to target high value prospects
Once you connect your Clearbit Reveal account to Intercom, you’ll see powerful company data, like the number of employees in a visitor’s company, the amount they raised in funding, and more. You can use this data to:
Do you have a contact form? You can route form submissions into Intercom using our REST API, to have those messages appear in your inbox. At the same time you can create a user if they don't already exist.
A Ruby example is included below, but the same logic is applicable to any other language, and it can be set up for both users and leads:
def send_contact_form_to_intercom(email, name, message)
begin
user = Intercom::User.find(:email => email)
rescue Intercom::ResourceNotFound
user = Intercom::User.create(:email => email, :name => name)
end
Intercom::Message.create({
:from => {
:type => 'user',
:email => email
},
:body => ("VIA THE CONTACT FORM:\n\n" + message) }
)
end
Additionally, we have REST API docs that might help (in particular the Creates a conversation section), as well as some integrations for forms through Zapier and Messenger apps for surveys in our App Store.
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