Deduplication is critical in Intercom for ensuring that support reps do not step on each other's toes and that customers have a great experience.
But rather than loading Insycle, sometimes you want the ability to quickly check for duplicates while engaging in conversations to ensure that you have the proper context.
Using Insycle's Inbox app, you can check for duplicates directly in Intercom's Inbox.
How It Works
The Insycle Inbox app can be installed directly on Intercom. Once installed, a widget appears in your Intercom inbox to quickly check for duplicates in an open conversation. A button will appear on the right menu of support conversations.
You simply open the conversation, find the "Insycle Data Management" widget on the right-hand side of the screen, and click the "Check Duplicates" button.
Insycle will then automatically check for duplicates, comparing the contact in your currently opened conversation against other contacts in your database.
You'll be notified directly above the button whether or not Insycle found any duplicates. Additionally, you can click through to be directed to the appropriate template in the Merge Duplicates module to identify and merge duplicate Intercom contacts.
Click here to search the Intercom app store for Insycle.
Locate and select the Insycle app on the listing page.
On the app listing page, click the Sign In to Install button.
Follow the steps in Intercom to add the Insycle inbox app.
The Insycle deduplication inbox app is simple to use. Open a conversation with a user, and look for the Insycle widget on the right. Click the Check for duplicate" button.
Insycle will scan your database to see if it can find a matching duplicate record. The result will be displayed directly in the widget. If duplicates are found, you can open Insycle to deduplicate them.
To learn more, see Bulk Merge Duplicate People, Companies.
For situations where there are no common rules you can apply to identify duplicates for all or some of the records, you may need more granular control for picking records to include or exclude from the process.
To do this in bulk, you can create a CSV and use the Magical Import module.
In these cases, you can use CSV files to customize your bulk merging, designate master records, and exclude records from deduplication. Then you can import the CSV from the Magical Import, and use the Merge Duplicates module for complete control over the final merge operation. Learn how to customize merging Duplicates in bulk using a CSV.
To do this one record at a time, you can use Manual mode of the Merge Duplicates module.
In Manual mode, you have complete control over which records are merged together by selecting them from the Record Viewer. Manual mode should be reserved only for cases needing a careful, controlled process. Learn more about merging duplicates in Manual mode.
Additional Resources
Related Help Articles
- Deduplicate Across Intercom Leads and Users
- Merge Duplicate Intercom Companies
- Intercom Merge Duplicates Overview
- Deduplication Best Practices
Related Blog Posts