CRM
Log every Intercom warmth signal to a Postgres ledger feeding Attio
Each tagged Intercom interaction is recorded as an immutable row in a Postgres signal ledger.
How it runs
The automated pipeline, trigger to output.
- TriggerIntercom conversation taggedIntercom
- ActionInsert signal row into Postgres ledgerPostgres
- ActionAggregate recency-weighted score from historyPostgres
- ActionMatch contact to Attio companyAttio
- OutputSync computed warmth to AttioAttio
What it does
Maintains an append-only Postgres ledger of every warmth signal from Intercom, who, when, which tag, what weight, then derives the Attio warmth score from the full history rather than from a single mutable number. This makes scores reproducible and auditable.
When to use it
Use it when you need to explain why an account's warmth changed, run trend reports, or recover after a bad sync. Ideal for ops teams that treat account health as analytical data and want a source of truth outside the CRM field itself.
How it works
- 1An Intercom conversation is tagged, firing the trigger.
- 2The tag, contact, and conversation id are inserted as a new immutable row in the Postgres ledger.
- 3A query aggregates the contact's recent signal rows into a windowed, recency-weighted warmth score.
- 4The contact is matched to an Attio company.
- 5The recomputed score is written to the Attio warmth attribute, with the ledger remaining the canonical record.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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