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In today's business environment, efficiently managing communication with customers is crucial. Additionally, to enhance customer satisfaction, it is essential to establish a quick flow that leads to problem-solving. By integrating Intercom with Google Sheets, you can automatically add customer inquiries and conversation information as tasks, enabling prompt responses. This article introduces a method to achieve this integration without programming.
For improving customer satisfaction, you want to manage tasks swiftly. However, manually adding tasks every time a conversation with a customer occurs can be time-consuming and labor-intensive. Especially when customer support is busy, task management tends to lag. Only by balancing customer management and task management can you respond quickly to customer requests. By using this integration, you can automatically add conversation information to Google Sheets, streamlining task management. Automating task addition allows for a quick overview, enabling a speedy transition to the problem-solving phase that may arise afterward.
Not limited to customer support, when using multiple tools for tasks to be tackled, data tends to be scattered. If you are not constantly updated with the latest information when handling customer support, you might convey incorrect information or data to customers, leading to distrust. By integrating Intercom with Google Sheets, there is the benefit of centralized management of conversation information. Moreover, maintaining data consistency helps prevent workplace confusion, and it is expected to prevent human errors such as data transmission mistakes.
From here, we will introduce the setup procedure using Yoom's template.
[What is Yoom]
First, if you do not have a Yoom account, please create one from the Yoom account registration page.
For basic operations of Yoom, please refer to Getting Started with Yoom.
Register "Intercom" and "Google Sheets" as My Apps for this process.
By linking each with your Yoom account, you can create a flow bot.
(1) First, connect Intercom with Yoom. Click on "App Integration" in the left tab and select Intercom.
(2) Enter the Intercom account name and access token, then click "Add".
For more information on the access token, please see here.
(1) Similarly to Intercom, register Google Sheets as a new app from My Apps.
(2) Click "Sign in with Google".
(3) On the account selection screen, select and click the account you want to link.
(4) On the Yoom login screen, confirm that the account information to be linked is correct, and click "Next".
(5) When "Yoom is requesting additional access to your Google account" appears, click "Continue" to complete the process.
Once the connection is complete, click the template below to copy the flow bot.
Next, set up the integration between Intercom and Google Sheets.
(1) Click on "When a new conversation is created" in the app trigger.
(2) When the following screen appears, check the settings.
Once confirmed, click "Next".
(3) When the following screen appears, select the "Trigger Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the trigger interval varies depending on the plan.
Once the setup is complete, click "Test".
(4) Next, return to the flow and click "Add Record".
(5) When the following screen appears, select and enter the required fields, then click "Next".
(6) Once the setup is complete, click "Test", and if there are no errors, click "Save".
Finally, switch the trigger of the saved flow to "ON" to complete the setup!
This completes the flow of "Add conversation information as a task to Google Sheets when a new conversation is created in Intercom".
There are many other examples of automation using Google Forms on Yoom, so here are a few to introduce.
1. Add a Case Action to Google Sheets When Registered in Mazrica
This flow automatically adds a case to the Google Sheets case list when it is added to Mazrica, which enhances the efficiency of sales activities. It helps in quickly sharing and analyzing cases among teams.
2. When a report is issued in RakuRaku Meisai, add the report information to the Google Sheets database and notify Slack
This flow automatically adds new report information from RakuRaku Meisai to Google Sheets and also notifies Slack. This allows for effortless and speedy data management and information sharing among teams, leading to further operational efficiency.
3. When there is a form response, use ChatGPT to categorize the response type and add it to a Google Spreadsheet
By utilizing ChatGPT, you can categorize survey types and automatically add information to a Google Spreadsheet. This allows for centralized data identification and accumulation, making it convenient.
By integrating Intercom with Google Sheets, you can automatically convert new conversation information from Intercom into tasks in Google Sheets. This not only reduces the time and effort previously spent on manual work and streamlines customer management, but also helps prevent human errors that occur manually.
Additionally, since requests from customers and identified issues can be quickly shared with the entire team, it is expected to shorten the time to fulfill requests and quickly grasp the steps necessary for improving issues.
As a result, it may contribute to improving customer satisfaction.
Yoom allows for easy integration settings without complex programming, so please refer to this article and try integrating the apps.
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