How to integrate HubSpot and Intercom to automatically register customer data specified in HubSpot to Intercom contacts

Would you like to automate manual data entry tasks to reduce time costs?
This article explains how to automatically register customer data specified in HubSpot to contacts in Intercom.
By integrating HubSpot and Intercom, you can eliminate the hassle of manual work and improve data accuracy.
It's easy to implement without programming, so please give it a try.

Recommended for

・Sales representatives who regularly use HubSpot and Intercom and are considering automatic customer information integration
・Customer support teams looking to reduce transcription errors in customer data in Intercom
・Team leaders who manage customer data across multiple departments and want to improve information sharing speed between teams

Benefits and Examples of Integrating HubSpot and Intercom

Benefit 1: Reduce Manual Work Time

By integrating HubSpot and Intercom, you can automate the transcription of customer information.
For example, when a new customer is registered in HubSpot, that information is automatically reflected in Intercom.
This automation significantly reduces the time spent on manual data entry, allowing employees to focus more on important tasks.
This is especially beneficial when dealing with large amounts of information or managing the same customer information across multiple departments, where efficiency can be expected.

Benefit 2: Reduce Input Errors

Manual entry of customer information can lead to input errors or transcription mistakes.
By integrating HubSpot and Intercom, customer information transfer is automated, eliminating manual input errors.
For example, customer names, email addresses, and past transaction histories are accurately reflected, ensuring that representatives can always verify correct data.
This reduces errors during customer interactions and enhances the reliability of service delivery.

Benefit 3: Strengthen Team Collaboration

Integrating HubSpot and Intercom allows easy sharing of customer information among multiple departments such as sales, marketing, and customer support teams.
For example, when a sales representative enters new deal information in HubSpot, that information is automatically reflected in Intercom.
Each team can always act based on the latest information, facilitating quick transitions to the next action.
Unified customer information ensures that all teams operate based on the same data, supporting overall performance improvement and strengthened team collaboration.

Now, let's explain how to use a service called Yoom to "automatically register customer data specified in HubSpot to contacts in Intercom."

[What is Yoom]

How to Create a HubSpot and Intercom Integration Flow

From here, I will explain the steps for app integration. The general flow is as follows:

・Integrate HubSpot and Intercom with My Apps
・Copy the template
・Set a trigger in HubSpot and an action in Intercom
・Turn on the trigger to complete the flow setup

If you are registered with Yoom, please log in. If not, please register for free and proceed with the setup.

Step 1: Integrate HubSpot and Intercom with My Apps

First, integrate HubSpot and Intercom with My Apps.
After logging into Yoom, click on My Apps on the left side of the screen and proceed with the setup from +New Connection.

Next, search for and click on HubSpot.

If a verification code is sent, please check the inbox of your registered email address.

Finally, select the account to connect with Yoom to complete the HubSpot My Apps integration.

Next, search for and click on Intercom.

Detailed instructions for registering Intercom with My Apps are explained here.
Enter the account name and access token, and click "Add" to complete the My Apps integration.
Next, use the Flow Bot template to proceed with the setup.
Log in to Yoom and click "Try it" on the banner below.

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"Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the trigger in HubSpot.
Click "Launch from contact details page".

Since we will set the trigger using a Chrome extension this time, please add the Yoom Chrome extension from here in advance.
For detailed instructions on setting triggers using the Chrome extension, please refer to here.

After installing the Chrome extension, scroll down the page to edit the title and check the account information.
Do not change "Action when launching from extension" and click "Next".

On the next page, set up the information retrieval settings for HubSpot.
Enter a test contact page in the "Sample URL of launch page".

This time, we entered the test contact page from the image into the "Sample URL of launch page".
Click "Test" to check if the information from the entered contact page can be retrieved.

If the information is displayed in the output, the test is successful.
Click "Save" to proceed.

Step 3: Set the Action

Next, set the action in Intercom.
Click "Create Contact".

As before, edit the title as desired and check the account information, then proceed by clicking "Next" without changing the action.

Set up the new contact to be created.
You can choose either User or Lead for "Contact Type".
For other fields, click the field and select from the displayed options.
After setting each field, click "Test" to check if a new contact is created.
If there are no issues, click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
This will automatically register the customers specified in HubSpot as contacts in Intercom.

Other Automation Examples Using HubSpot

1. Record New Contact Information Registered in HubSpot to Google Sheets

New contact information registered in HubSpot is automatically added to Google Sheets.
This integration can reduce the effort of data entry and is expected to enable speedy management and sharing of customer information.

2. Notify Chatwork when a new contact is registered in HubSpot

When a new contact is registered in HubSpot, a notification is automatically sent to Chatwork.
This mechanism allows team members to quickly grasp new customer information, contributing to increased work efficiency.

3. Update HubSpot Lead Status When an Email is Received

When an email is received, the lead status in HubSpot is automatically updated based on its content.
This integration streamlines lead status management, allowing the team to take the next actions based on the most current information.

Summary

The integration of HubSpot and Intercom streamlines customer data management, reducing manual tasks, preventing input errors, and facilitating smooth information sharing between teams.
As a result, each team can focus on important tasks, leading to an overall improvement in operational efficiency.
Additionally, Yoom's app integration can be easily implemented without the need for programming.

Please refer to the steps introduced this time to implement automation through app integration and experience the efficiency.