Intercomとkintoneの連携イメージ
How to Integrate Applications

2024/10/08

How to integrate Intercom with kintone to automatically add conversation information to kintone when a new conversation is created in Intercom

s.ougitani

Customer interaction information is crucial for improving customer satisfaction.
However, if you've been manually adding customer interaction information to different databases, haven't you ever thought that reducing input time could lead to quicker customer responses?
This article introduces how to integrate Intercom with kintone so that when a new conversation is created in Intercom, the conversation information is automatically added to kintone.
Moreover, by utilizing Yoom, you can connect apps without code, making it easy for beginners to get started.
Please take a look.

Benefits of Integrating Intercom with kintone

Benefit 1: Reduce Input Work

When a new conversation is registered in Intercom, information can be automatically added to kintone.
In the case of manual entry, there might be the hassle of inputting or the risk of missing entries.
By integrating Intercom with kintone, you can automatically add conversation content to kintone, reducing input work and human errors, and improving the efficiency of administrative tasks.
For example, in environments like customer support where numerous inquiries are received daily, you can automate the task of manually entering conversation information each time.
This allows you to quickly engage in other important tasks such as customer support.

Benefit 2: Easier Information Sharing

Since conversation information from Intercom can be automatically added to kintone, it becomes possible to centrally manage customer interaction information.
If you're manually adding conversation information, there might be times when the information isn't up-to-date depending on the timing of the input.
By automating the registration of conversation information, you can reduce such discrepancies and further visualize customer inquiries as a team.
As a result, it may lead to smoother customer interactions and potentially improve customer satisfaction.

[What is Yoom]

How to Create an Integration Flow between Intercom and kintone

Now, let's explain how to create a flow bot that "automatically adds conversation information to kintone when a new conversation is created in Intercom."
The setup is simple, requiring just two steps: setting a trigger and an action.
We will explain it in a way that's easy for beginners to understand, so let's create it together!
First, click the banner below to copy the template.

クリックするとYoomのテンプレートサイトに移ります。
画面をスクロールしたら「このテンプレートを試してみる」をクリックしましょう。

添付画像が表示されたら、「OK」をクリックします。

これでYoomのマイプロジェクトにテンプレートがコピーできました。

ステップ1:マイアプリ登録

次に、Yoomとアプリを連携しましょう。
この連携により、アプリを組み合わせてフローボットを作成できるようになります。

1.IntercomとYoomを連携

Yoomのワークスペース左上に表示されているマイアプリをクリックしたら新規接続を選択します。

マイアプリの新規接続でIntercomをクリックしましょう。

アカウント名とアクセストークンを入力し「追加」をクリックしましょう。
Intercomのマイアプリ登録方法は、こちらを確認ください。

2.kintoneとYoomを連携

次にkintoneを連携しましょう。
Yoomのワークスペース左上に表示されているマイアプリをクリックしたら新規接続を選択します。

マイアプリの新規接続でkintoneをクリックしましょう。

サブドメイン、クライアントID、クライアントシークレットを入力してください。
kintoneの詳しいマイアプリ登録方法はこちらを確認してください。
kintoneのマイアプリ登録がうまくできない場合はこちらを確認ください。

以上でマイアプリ登録が完了しました。

ステップ2:Intercomのトリガー設定

それではフローボットの設定を開始します。
「新しく会話が作成されたら」をクリックして設定を進めましょう。

1.連携アカウントとアクションを選択

・タイトルは任意で変更できます。
・連携するアカウント情報を確認し、「次へ」をクリックしましょう。

2.アプリトリガーのAPI接続設定

・トリガーの起動間隔を設定しましょう。
・トリガーは5分、10分、15分、30分、60分の間隔で起動間隔を選択できます。
・プランによって最短の起動間隔が異なりますので、ご注意ください。
・設定したらテストをクリックします。

・テストが成功し、Intercomの情報がアウトプットとして取得できたら、その情報を保存しましょう。

ステップ3:kintoneのアクション設定

次に「レコードを追加する」をクリックしてkintoneの設定をしましょう。

1.データベースの連携

・タイトルは任意に変更できます。
・kintoneと連携するアカウント情報を確認しましょう。

アプリIDを選択しましょう。

2.データベース操作の詳細設定

・kintoneの情報が取得できました。
・Intercomのアウトプットから各項目を選択し、添付画像のように入力しましょう。
・入力したらテストをします。

テストが成功したらkintoneにレコードが追加できたら、「保存」しましょう。

設定が完了したら、添付画像の表示が出てきます。


その画面の「トリガーをON」をクリックしましょう。
以上ですべてのフローボットの設定が完成しました。

Other Automation Examples Using Intercom and kintone

Yoom offers a variety of templates that can be automated.
This time, we will introduce some of them.

1. Intercom Automation Example
This is a template that automatically notifies Google Chat when a user replies in Intercom.
Notifications are sent to the chat tool, preventing information from being overlooked and allowing it to be shared with the entire team.
This facilitates smooth customer support and enables the team to communicate effectively regarding tasks received in Intercom.

This is a template that automatically adds conversation information as a task to Backlog when a new conversation is created in Intercom.
When managing tasks with other tools, entering information can be cumbersome.
By automating this process, you can reduce the burden of administrative tasks and expect improved work efficiency.

2. Example of Slack Automation
You can automatically store content posted on Slack into kintone.
This allows you to automate tasks that were previously entered manually, potentially reducing the time spent on administrative work.

Summary

By integrating Intercom with kintone, you can automate the manual task of entering conversation information into kintone, reducing the burden of data entry.
Additionally, since conversation information can be centrally managed, it becomes easier for teams to share information.
This can shorten the time spent on administrative tasks, allowing more time to be dedicated to activities that enhance customer satisfaction.
Moreover, by utilizing Yoom, app integration is possible without any coding.
Furthermore, by registering your own app, you can easily create custom workflows.
Take this opportunity to integrate Intercom with kintone and automate your data entry tasks!

You can issue a Yoom account from here.

The person who wrote this article
s.ougitani
After being in charge of sales and CA at a human resources company for about 5 years, I have been involved in jobs such as creating job advertisements and scouting sentences at companies that hire engineers. I'm fascinated by Yoom's revolutionary service of “automating office work.” I would like to write so that I can send out information that can be useful to everyone, even a little bit.
Tags
Intercom
kintone
Integration
Automation
Automatic
Related Apps
App integration
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