How to integrate Airtable with Intercom to automatically register specified customers from Airtable as contacts in Intercom.

Step 1: Airtable and Intercom My App Integration

1. How to Register Airtable
‍First, prepare the Airtable Grid you will use.

This time, we set it up as shown above for testing purposes.

After clicking "My Apps," search for Airtable from "New Connection."

Click "Add Base" and select the workspace you want to integrate.

Click "Allow Access" to complete the Airtable My App registration.

2. How to Register Intercom
Similarly, click "New Connection" and search for Intercom this time.

To integrate Intercom with My Apps, you need to obtain an access token.

After logging into the Intercom admin panel, select "Developers" under "Settings" and proceed to the "Developer Hub."

When the "New app" screen appears, select "Internal integration" and click "Create app."

Once the app is created, you can obtain the access token (API key).
Paste this key into the Yoom Intercom new registration screen to set up My App integration.

Reference) For detailed setup instructions, please see:‍How to Register Intercom My App

This concludes the registration of Airtable and Intercom My Apps.
Click the banner below and try creating a flow from "Try it now"!

Step 2: Setting Up a Trigger to Launch from the Record Detail Page in Airtable

First, we will set up "Launch from Record Detail Page".

Please install the Chrome extension from the red line above.
For detailed setup instructions, please refer to How to Set Up a Trigger Using Chrome Extension.

This item is already set, so no changes are needed.
Once the Chrome extension is installed, click "Next".

Enter the Base ID and Table ID by referring to the notes at the bottom of the box.

Next, set up the sample URL for the launch page.
Click the red frame part of the Airtable Grid created during the preparation.

A detail page like the image above will open, click the icon in the upper right corner, copy the URL, and paste it into the sample URL for the launch page in Yoom.

Run the test, and if the test is successful, the output will be displayed.
Click "+ Add Value to Retrieve" in the output.

Set the values you want to add as desired.
This time, click the "+" mark to add the person in charge's name, address, phone number, and user ID.

Once the setup is complete, click "Add".

If the items you added earlier are displayed in the output, click "Save".

Step 3: Create a Contact in Intercom

Next, we will set up the item "Create a Contact".

The above screen is already set.
If there are no errors, proceed to the next page as is.

Set the contact type as desired from the dropdown.

Set the user ID as shown in the screen above.
Explanation: By setting it this way, you can retrieve the "User ID" registered in Airtable and automatically register the user ID in Intercom as well.

Set the email address, phone number, and name in the same way.

Once the setup is complete, click the "Test" button.
If "Test Successful" is displayed and the contact is registered in Intercom, the setup is complete.
Click "Save".

Step 4: Turn On the Trigger

When the above screen is displayed, turn on the trigger.
This completes the flow of "Registering a Specified Customer from Airtable as a Contact in Intercom".

Introduction to Other Automation Examples Using Intercom and Airtable

1. This is a flow where a record is automatically created in Airtable when a new conversation is created in Intercom.
By utilizing this flow, you can automate the creation of records in Airtable, thereby streamlining management tasks.
Since records are quickly created in Airtable, information sharing within the team can be done smoothly.

‍

2. This flow automatically adds conversation information as a task to kintone when a new conversation is created in Intercom.
‍ By utilizing this flow, you can reduce the manual task of adding tasks.
By quickly adding tasks to kintone, customer response becomes smoother, and it is expected to improve work efficiency.

3. This is a flow that automatically notifies Slack when a user replies on Intercom.
By utilizing this flow, you can centralize team communication with customer support, potentially enhancing the transparency of operations.
The automatic notifications on Slack eliminate the need for manual checks, thereby improving operational efficiency.

Summary

In this article, we introduced how to automatically register specified customers recorded in Airtable as contacts in Intercom by integrating Airtable with Intercom. How did you find it?
By automating the task of transferring customer information, you can expect improved work efficiency.
Additionally, once customer information is registered in Airtable, it can be immediately synced with Intercom, allowing you to quickly start communication with customers.
Please try utilizing the flowbot created this time in your business.
Furthermore, at Yoom, it is possible to integrate with various apps besides Airtable and Intercom.
There are many convenient flowbots that can be easily created even with the free plan, so please use them to help improve your work efficiency!