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Intercom User and Company Sync

Keep Intercom profiles, companies, and plan attributes matching what the app knows.

involved Sales & Marketing Tools

What it adds

A sync that pushes app users, their workspaces, and a defined attribute set into Intercom and keeps them current as things change.

What your agent is told to do

5
  1. 1

    Define the attribute contract before anything else: which fields the app owns and pushes, which fields support owns and the app must never touch, and which are read-only on both sides. Without that line drawn, the sync quietly erases the notes agents rely on.

  2. 2

    Represent each workspace or organisation as a company and attach every user to the companies they genuinely belong to. A user in three workspaces is one profile with three associations, not three profiles.

  3. 3

    Key on the app's internal user identifier so a profile survives an email change, and store the provider's identifier back on the app record so later updates target the right profile instead of guessing.

  4. 4

    Run the initial backfill as a paced background job that honours the provider's rate limits and resumes from where it stopped. Ongoing updates should be incremental and fire only when a synced attribute actually changed.

  5. 5

    Reuse the app's existing background-job system and credential storage. Do not call the provider from the browser or place the workspace token in client-side configuration, where it can be read and used against the account.

Edge cases it handles

8
  • In a multi-workspace account a user must be associated only with the companies they belong to. A wrong association puts one customer's context in front of a conversation about another.
  • Attributes that support staff maintain by hand must not be flattened by a stale app value. Push only app-owned fields, and only when they have changed.
  • Profiles that were merged, deleted, or deactivated at the provider must be detected and reconciled. Writing blindly to a merged profile either fails or resurrects a record support deliberately cleaned up.
  • A backfill will hit rate limits. Pace it, back off on the provider's own signal, and resume rather than restarting the whole run from the beginning.
  • Removing a user from a workspace must remove the company association, not merely stop updating it. A stale association is a permanent leak that nobody notices.
  • A user who deletes their account must be deleted or anonymised at the provider inside whatever window the app promises its users.
  • Restricted content — card details, private message bodies, anything the support team has no business reading — must be excluded from synced attributes explicitly.
  • When the provider is unreachable the app must keep working normally. Sync failures belong in a retry queue and an operator alert, never in a user's request path.

Definition of done

8
  • Every synced attribute has a documented owner and the sync writes only app-owned fields.
  • Users are associated with exactly the companies they belong to, and removals propagate.
  • Profiles are keyed on an internal identifier and the provider's identifier is stored back on the record.
  • Backfills pace themselves against rate limits and resume after an interruption.
  • Merged, deleted, and deactivated provider profiles are reconciled rather than blindly rewritten.
  • Provider downtime never blocks, slows, or fails a user-facing request.
  • The feature matches the existing design system.
  • No existing functionality is broken.

Related features

How it works

  1. 1

    Copy the link

    Grab the Markdown instruction URL for this feature.

  2. 2

    Give it to your AI

    Paste it into Claude Code, Cursor, v0, Lovable — whatever you build with.

  3. 3

    It inspects, then implements

    Your agent reads your existing app first, then adds the feature to fit it.

Works with your stack

These instructions are written to adapt. They tell the agent to detect your framework, match your existing design system, and reuse what you already have — rather than assuming a particular stack.

Need it tighter than that? Customize the feature and tell it exactly what you're running.