How to Migrate

Once the updated integration has rolled out to your company, a banner will be displayed at the top of your Admin Dashboard:

Click on Go to My Integrations to be directed to your Integrations & API page where you will see a note about the update:

Click on your Intercom integration to be directed to your settings pages where you can install the update:

Click Install update and follow the instructions to update:

You will then be prompted to configure your Intercom integration with new settings related to call workflows, conversation creation, user and lead creation, and more. Learn more about these new settings in our article Recent Updates to the Intercom Integration.


Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!

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