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When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.
In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!
By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!
In this article, we will introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away using the template below, so please give it a try!
Have you ever encountered 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 essential to respond to inquiries and requests accurately and promptly.
In this article, we introduce a method to automatically create tasks in Asana by reflecting the content when a new conversation is created in Intercom. Save the effort of task creation and handle customer service smoothly with accurate information. Since you can check task progress and add comments in Asana, 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 work. It also minimizes the risk of transcription errors and task registration omissions. As a result, the support team can quickly grasp the details of the conversation in Asana, assign responsibilities, and start responding smoothly.
Since the 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.
By automatically reflecting Intercom conversation content in Asana, not only the development and support teams but also members from related departments like marketing and product management can easily share customer feedback and issues. Each representative can independently grasp information, add comments, and update progress, facilitating rapid cross-departmental problem-solving and idea generation for product improvement. Since everyone can work based on the same information, more effective collaboration is possible. This automation is particularly beneficial for teams with remote workers or those working in different time zones. Forming a loop of reduced response times and quick 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 where "when a new conversation is created in Intercom, the conversation information is added as a task in Asana".
1. Please log in to Yoom.
2. Click the "Try it out" button below to copy the template in Yoom.
*If you have already completed the app integration, 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. From the list of new connections in My Apps, select Intercom and Asana respectively and integrate the apps.
*Reference: How to Register My Apps in Intercom
1. Open the copied template.
*You can change the title to any desired one from the red-framed section in the diagram below.
2. Click on the Flowbot's "App Trigger: When a New Conversation is Created".
3. Select the integrated account and action.
Change the title if necessary and click "Next".
4. Configure the API connection settings for the app trigger.
Select the trigger activation interval.
*The activation interval varies depending on the plan. Reference: List of Feature Limitations 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 integrated account and action.
Change the title if necessary and click "Next".
3. Configure the API connection settings.
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 diagram below shows some of the input fields, and the input content is an example.
*The diagram 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 "When a new conversation is created in Intercom, add the conversation information as a task in Asana".
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 a list of conversation information and 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 reply from a user. By notifying in the communication tool you regularly use, you can reduce the risk of missing information and enhance the accuracy of information sharing. Let's 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 when a new conversation is created. 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 through quicker responses. 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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