How to integrate Intercom with Discord to automatically notify Discord when a new conversation is created in Intercom

By integrating Intercom and Discord, you can potentially enhance customer support efficiency and information sharing among teams, leading to faster customer response times and stronger team collaboration.
This article explains the benefits of integrating Intercom and Discord and details how to automatically notify Discord when a new conversation is created in Intercom.
Implementing this automation may help prevent missed inquiries, reduce workload, and speed up information sharing.
Utilizing no-code tools, anyone can easily integrate without programming, so please use this as a reference.

Recommended for

・Those currently using Intercom and Discord who want to improve customer response speed
・Managers or team leaders who want to facilitate information sharing among multiple teams
・Personnel looking to reduce manual input tasks in customer support and improve operational efficiency

Benefits and Examples of Integrating Intercom and Discord

Benefit 1: Enable Quick Customer Response!

By integrating Intercom and Discord and implementing a system that automatically notifies Discord when a new conversation is created in Intercom, personnel may quickly grasp customer situations.
For example, by automatically transcribing and notifying new conversation information from Intercom to a Discord channel used by the sales team, personnel can potentially avoid missing important inquiries.
Being able to respond quickly to customer inquiries can improve customer satisfaction, potentially building a strong business trust relationship.

Benefit 2: Strengthen Collaboration Among Multiple Teams!

Integrating Intercom and Discord may facilitate smooth information sharing among multiple teams.
For instance, if a technical support team receives an inquiry via Intercom, the conversation information can be automatically notified to the product development team's Discord channel.
This can speed up information sharing between the technical support team and the development team, potentially shortening the time to resolve issues.
Especially in a remote work environment, this automation can maintain transparency among team members, improving work efficiency.

Benefit 3: Reduce Workload

Typically, responding to customer inquiries requires management within customer support tools.
By integrating Intercom and Discord, automatically transcribing and notifying new conversation information from Intercom to Discord can allow the customer support team to skip manual input tasks, potentially reducing the time spent on transcription tasks.
Additionally, reducing the hassle of switching between multiple tools for personnel can lead to improved operational efficiency.

[About Yoom]

How to Create an Integration Flow Between Intercom and Discord

From here, we will introduce how to integrate Intercom and Discord using Yoom.
Let's create a flow bot together that realizes the above benefits by notifying Discord when a new conversation is created in Intercom.

‍〈Set the flow with the following process〉
・Integrate Intercom and Discord with My Apps
・Copy the template
・Set the Intercom trigger and the subsequent Discord operation
・Turn on the trigger button and check the integration operation between Intercom and Discord

Please start by registering for Yoom for free from here.
※ If you are already registered, please log in. Step 1: Connect Intercom and Discord to My Apps 1. How to register Intercom Click "My Apps" and select Intercom from "New Connection". Account Name: Set it as you like.
Access Token: Obtain it from the Intercom admin panel. The method is as follows. After logging into the admin panel, go to "Setting" → "Developers" → "Developer Hub". Once the Developer Hub page is displayed, create a new app with Yoom's name. After creating the app, you can obtain the access token (API key), so enter it in the access token field on Yoom's "New Intercom Registration" screen.
※ Reference: How to register Intercom My Apps Once you have entered the account name and access token, click "Add" to complete. 2. How to register Discord Next, select Discord from "New Connection". Enter the account name and access token, and click "Add" to complete the registration in My Apps.
※ Reference: How to connect Discord Bot to My Apps Return to the Yoom My Apps registration screen, and if the Intercom and Discord icons are displayed, you're all set. Now, let's create a flow!
Click "Try it" on the banner below.

Step 2: Set the Trigger to Activate When a New Conversation is Created in Intercom

First, select "When a new conversation is created."

Title: You can change it optionally. (It's okay to leave it as is.)
Trigger Action: Be sure to select "When a new conversation is created."

After setting, click "Next."

Trigger Activation Interval: You can set it optionally from the dropdown.
Note: Depending on the plan, you may not be able to select the activation interval.

Once you have set the trigger activation interval, create a test conversation in Intercom.

Please run the test.
The information of the Intercom conversation you just created will be displayed in the output, so check for any errors and save the settings.

Step 3: Notify Discord

Next, select "Notify Discord."

Title: You can change it optionally. (It's okay to leave it as is.)
Action: Be sure to select "Send Message."

After setting, click "Next."

Please refer to the annotation outside the box for the Channel ID.

You can freely set the message content.
This time, when a new conversation is created in Intercom, the "Sender Information (Name)" and "Message Content" are automatically retrieved and set to be transcribed into the Discord message content.
Setting Method: Click inside the box → Click "When a new conversation is created" → Click "Sender Information (Name)" and "Message Content"
If it is displayed as {{Sender Information (Name)}}, {{Message Content}} in the red line part of the above screen, it is OK.

You can also freely set any other information you want to automatically retrieve from Intercom.

Once set, please run the test.
If the test is successful, a test message will be sent to Discord, so check the content and click "Save" if there are no issues.

Step 4: Turn on the Trigger

Once all settings are complete, the above screen will be displayed, so please turn on the trigger.
This completes the flow of "Notify Discord when a new conversation is created in Intercom."

Introduction to Other Automation Examples Using Intercom

1. This is a flow that automatically registers specified customers from Salesforce as contacts in Intercom.
By utilizing this flow, you can reduce the effort required for data entry, which is expected to improve operational efficiency.
Additionally, it can prevent human errors such as input mistakes or omissions, potentially enhancing the accuracy of data management.

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 manual addition tasks and quickly add to kintone, which is expected to improve the efficiency of customer support.

3. This is a flow to automatically register specified customers from Sansan as contacts in Intercom.
By utilizing this flow, you can automate the transcription process, which helps maintain consistency of information and is expected to reduce the risk of input errors and duplicate entries.

Summary

In this article, we introduced a method to integrate Intercom with Discord, allowing for automatic notifications in Discord whenever a new conversation is created in Intercom.
This automation can streamline the process of registering tasks in Backlog, reducing manual work and potentially enhancing operational efficiency.
By implementing this automation, you may experience benefits such as faster customer response times, improved information sharing among teams, and reduced workload.
At Yoom, we can integrate with various applications beyond just Intercom and Discord.
Automating your operations might lead to improved efficiency and enhanced customer satisfaction.
Why not take this opportunity to utilize Yoom to review and optimize your workflow?