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Pellio
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Intercom

Show your support team what each customer watched, right where they answer them.

What you can do

  • Create or update an Intercom contact for everyone who fills in a Pellio email form. New people become Intercom leads, with a pellio-lead-captured event.
  • Keep Pellio data attributes up to date on existing contacts (last video watched, its progress, videos completed, engagement score and level), so your team sees them beside each conversation.
  • Add pellio-video-started, -progress and -completed events to each contact’s activity.
  • With lead scoring, tag hot leads Pellio: hot lead.

Set it up

  1. In Intercom, go to Settings → Integrations → Developer Hub, create an app and copy the access token from Authentication. It needs to read and write contacts, events, tags and data attributes.
  2. In Pellio, go to Settings → Integrations and click Connect on Intercom.
  3. Choose where your workspace is hosted (US, EU or Australia), paste the token and click Connect.

Good to know

  • Pellio creates its data attributes the first time it needs them.
  • Watching a video never creates a contact on its own; only a form does.
  • Needs the Standard plan or above. Engagement scores need lead scoring on the Advanced plan.

More CRM & email marketing

Try Pellio with Intercom.

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