How to Automatically Create a Contact in Intercom When the Status is Updated in Google Sheets

For companies aiming to improve operational efficiency and enhance data management accuracy, automation through app integration can be a significant advantage. Especially when managing customer information with Google Sheets, automatically reflecting it in Intercom is expected to make sales activities and customer interactions considerably smoother. This time, we will introduce a method to automatically create a contact in Intercom when the status is updated in Google Sheets. This automation eliminates the hassle of manual data entry, achieving operational efficiency and error prevention. App integration can be easily implemented without programming, so please give it a try. Recommended for: - Sales representatives managing customer information with Google Sheets and wanting to streamline lead management by integrating with Intercom. - Team leaders aiming to automate data registration processes with many manual tasks, reducing errors and saving time. - Project managers looking to centralize sales leads and customer data management, aiming to enhance sales activity efficiency. Benefits and Examples of Integrating Google Sheets and Intercom Benefit 1: Improved Operational Speed By integrating Google Sheets and Intercom, you can automate operations previously done manually, reducing effort and preventing registration errors. For example, you can build a system where a contact is automatically created in Intercom when a status update like "New Inquiry" is detected in Google Sheets. This allows sales and customer support teams to start responding smoothly, promoting process efficiency and speeding up operations. Benefit 2: Prevent Missing Important Customer Information Integrating Google Sheets and Intercom can help build a system to prevent missing important customer information. For instance, when the status of a customer nearing contract renewal changes to "Preparing for Renewal" in Google Sheets, a new contact is created in Intercom based on that information. This process prevents missing approaches to customers needing contract renewals or regular follow-ups, supporting accurate business progress. Benefit 3: Streamlined Tracking of Sales Activities By implementing a system that automatically registers lead information managed in Google Sheets to Intercom, you can efficiently manage sales processes and support consistent customer interactions. For example, if a lead status changes from "Request for Information" to "Interested in Meeting" in Google Sheets, you can build a system where that information is immediately reflected in Intercom, and detailed customer data and background information are automatically registered. This integration allows sales representatives to always grasp the latest lead status, plan and execute the next actions at the right time, contributing to the overall productivity of the sales team. Now, let's introduce how to automatically create a contact in Intercom when the status is updated in Google Sheets using the no-code tool Yoom. [About Yoom] How to Automatically Create a Contact in Intercom When the Status is Updated in Google Sheets This can be achieved by receiving status updates in Google Sheets using the Google Sheets API and automatically creating a contact in Intercom using the API provided by Intercom. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge. We will create it in the following major processes: - Integrate Google Sheets and Intercom with My Apps - Copy the template - Set triggers in Google Sheets and actions in Intercom - Set the trigger to ON and complete the preparation for flow operation If you are registered with Yoom, please log in, and if not, please proceed with the settings after registering for free.

Step 1. Connect Google Sheets and Intercom to My Apps

First, connect Google Sheets and Intercom to My Apps.
After logging into Yoom, click on "My Apps" on the left side of the screen and select Google Sheets from "+ New Connection".

Once access is granted, the connection of Google Sheets to My Apps is complete.
Next, search for Intercom from "+ New Connection".

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For detailed instructions on connecting Intercom to My Apps, please check here.
Enter the account name and access token, and click "Add" to complete the connection to My Apps.

All connections are now complete.
Next, let's proceed with the setup using the template. Log in to Yoom and click "Try it" on the banner.

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When "Template has been copied!" is displayed, click "OK" to complete the copy.

Step 2. Set the Trigger

Next, set the trigger for Google Sheets. Click on "When a row is updated".

Then, check the "Account information to link with Google Sheets".
You can freely edit the title, but do not change the trigger action, and click "Next".

Here, set the details for retrieving records.
The "Trigger interval" can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger interval varies depending on the plan.
The "Spreadsheet ID" and "Sheet ID" can be quoted from the URL of the relevant spreadsheet or selected from the suggestions displayed when you click the field.
Set the "Table range", "Column with unique values", and "Column to detect updates" while checking the relevant sheet.

In this case, we are using a spreadsheet like the one in the image.
Once the setup is complete, click "Test".

Once you confirm that the information of the relevant sheet is displayed in the output, click "Save".

Step 3. Set the Branch

Next, check the branch settings of the trigger.
Click on "Command Operation".
※ Branching is a feature available in plans above the Mini Plan. If you are on the Free Plan, the operation of the flowbot you have set will result in an error, so please be careful.
※ Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

Here, perform optional editing of the title and click "Save" without changing any other items.

Step 4. Set the Action

Next, set the action for Intercom. Click on "Create Contact".

Perform optional editing of the title and check the account information, then click "Next".

Set the details for the contact to be created.
The "Contact Type" can be selected as either User or Lead.
For the subsequent "User ID" to "Name", click the field and select the information from Google Sheets from the displayed suggestions.
Once the setup is complete, click "Test".
After confirming that a new contact has been created in Intercom, click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
Now, when the status is updated in Google Sheets, a contact will be automatically created in Intercom.

Other Automation Examples Using Intercom

1. Notify LINE WORKS When a New Conversation is Created in Intercom

When a new conversation is created in Intercom, a notification is automatically sent to LINE WORKS. This feature allows team members to quickly understand the situation and respond smoothly.

2. Add conversation information as a task in Notion when a new conversation is created in Intercom

When a new conversation is created in Intercom, the information is automatically added as a task in Notion. This feature helps efficiently organize the information needed for customer support, ensuring smooth business operations.

3. Add conversation information as a task to Google Sheets when a new conversation is created in Intercom

When a new conversation is created in Intercom, its content is automatically recorded as a task in Google Sheets. This feature streamlines data organization using spreadsheets and helps easily visualize the status of responses.

Summary

Integrating Google Sheets with Intercom is expected to reduce manual tasks and improve operational efficiency. Additionally, automatic contact creation based on status updates contributes to faster and more accurate customer service, alleviating the burden on staff.

Yoom's app integration can be easily implemented without programming. Take this opportunity to experience operational efficiency through automation.