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Have you ever experienced any of the following challenges in customer service?
These issues can affect not only customer satisfaction but also the company's reliability. To enhance customer trust, it is necessary to respond accurately and promptly to inquiries and requests.
This article introduces a method to automatically create tasks in Asana by reflecting the content when a new conversation is created in Intercom. By eliminating the hassle of task creation, you can handle customer service smoothly with accurate information. As Asana allows you to check task progress and add comments, it is expected to improve collaboration not only within the customer support team but also with other departments. Try this automation by connecting the two apps using the no-code tool Yoom.
With the integration, you can automatically add tasks to Asana when a new conversation is created in Intercom. This eliminates the need for manual input, reducing the time spent on transcription tasks. It also minimizes the risk of transcription errors and task registration omissions. As a result, the support team can quickly grasp conversation details in Asana, assign representatives, and start responding smoothly.
Since conversation content is aggregated in Asana through automation, you can centrally manage all customer service-related data and easily review past interactions. The more inquiries you receive in Intercom, the more useful this automation becomes.
With Intercom conversation content automatically reflected in Asana, not only the development and support teams but also members from related departments such as marketing and product management can easily share customer feedback and issues. By allowing each representative to grasp information, add comments, and update progress themselves, you can expect rapid problem-solving across departments and the generation of ideas for product improvement. Since everyone can work based on the same information, more effective collaboration is possible. This automation is particularly useful for teams with remote workers or those working in different time zones. Forming a loop of reduced response times and quicker follow-ups may lead to improved customer satisfaction.
[About Yoom]
Let's set up the integration between Intercom and Asana and automate the workflow.
Using a template, we will introduce the steps to create a workflow that "adds conversation information as a task in Asana when a new conversation is created in Intercom".
1. Please log in to Yoom.
2. Click the "Try it" button below to copy the template in Yoom.
*If you have already connected the apps, please proceed to Step 2.
1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.
2. Select Intercom and Asana from the new connection list in My Apps and connect the apps.
*Reference: How to Register My Apps in Intercom
1. Open the copied template.
*You can change the title from the red frame in the image below.
2. Click on the Flowbot's "App Trigger: When a New Conversation is Created".
3. Select the connected account and action.
Change the title if necessary and click "Next".
4. Set up the API connection for the app trigger.
Select the trigger activation interval.
*The activation interval varies depending on the plan. Reference: List of Feature Restrictions and Usage Limits for Each Plan
5. If the test is successful, click "Save".
1. Click on the Flowbot's "Integrate with App: Add Task".
2. Select the connected account and action.
Change the title if necessary and click "Next".
3. Set up the API connection.
Enter the necessary information in each field.
*Use the output information obtained in Step 2 for "Task Name" and "Task Description". Referring to the URL where the conversation started will make it easier to access Intercom.
*The image below shows some of the input fields, and the input content is an example.
*The image below is an example of output reference.
4. If the test is successful, click "Save".
Finally, switch the trigger of the saved flow to "ON" to activate it.
This completes the flow of "Adding Conversation Information as a Task in Asana When a New Conversation is Created in Intercom".
There are many other examples of automation using Intercom in Yoom, so here are a few to introduce.
1. This flow adds conversation information to a Google Spreadsheet when a new conversation is created in Intercom. It can be used not only for task management but also for checking conversation information at a glance and for data analysis.
2. This is a flow for notifying the chat tool when a new conversation is created in Intercom or when there is a user reply. By notifying through commonly used communication tools, you can reduce the risk of missing information and enhance the accuracy of information sharing. Ensure smooth communication not only at the beginning of the inquiry but also until the issue is resolved.
We introduced a method to integrate Intercom and Asana to automatically create tasks that reflect the content of new conversations. This automation offers benefits such as reducing work time and minimizing the risk of human error. Additionally, it can enhance collaboration through strengthened team coordination and improve customer satisfaction by speeding up response times. With Yoom, you can easily integrate and automate tasks without programming knowledge. Please try this integration to make customer interactions smoother.
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