Intercom

Build Custom Intercom Reports

Intercom is a customer communications platform that helps businesses to build stronger relationships with their customers. The company provides next-generation solutions for customer success and marketing, chat, live chat, sales and support teams. Intercom enables companies to communicate more effectively with their customers by providing them with a personalized experience across the entire customer journey.

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Actiondesk
Intercom
Intercom

Actiondesk is a spreadsheet interface that connects to Intercom and your other data sources so you can build live reports.

Put your Intercom reporting on a spreadsheet

img-sheet-one

Connect your Intercom data live

Actiondesk connects to Intercom and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Start building your Intercom report

You can use our pre-built Intercom templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

Or, if you have your own use case in mind...

Want to combine data from Intercom and other data sources?

You can use our pre-built Intercom templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

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Read more on Intercom and Actiondesk

How to connect your Hubspot account

In order to connect your Hubspot account, you must enter the "New data source" menu and then choose HubSpot.

How to connect your Airtable account

Click on the Import button in the top left of your Airtable account to start importing content

How to connect your Pipedrive account

In order to connect your Pipedrive account, you need to click the "import" button on top left and then follow the instructions.

How to connect your Stripe account

This tutorial teaches you how to connect your Stripe account.

How to connect your Saleforce account

To add your Salesforce account, go to the import page and get started.

How to connect an SQL database

Steps to import data into sql

Common errors when connecting a SQL database

Main steps to identify and solve issues with connecting SQL database

How to add a data source

Setup your Stripe account by clicking on the import button and then giving it a nickname.

How to add a data source

Add your Pipedrive account by selecting "New data source" and choosing "Pipedrive."

How to add a data source

To get started with Salesforce, first create an Actiondesk account then go to the "New data source" dropdown and input your credentials.

How to add a data source

The information required to connect to a database is the host, port, name, username and password.

How to add a data source

How to add a data source

Connect your Hubspot account, then import into your database.

How to connect your Intercom account

To connect to your Intercom account, you will first need to create a new data source.

Connect to a SQL db through SSH

Connecting your database to Actiondesk via SSH can be a little complicated. Try this guide or get in touch to get help.