How to integrate Intercom with Microsoft Excel to automatically add a task to Microsoft Excel when a new conversation is created in Intercom

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!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

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!

Introducing automation for adding tasks to Microsoft Excel when a conversation is created in Intercom.
This automation reduces the need to switch between apps, enabling efficient task management.
By tracking task progress and facilitating smooth information sharing within the team, it may ultimately strengthen team collaboration.
This automation is particularly effective when handling a large amount of conversation information, as it reduces the risk of input errors.
This article provides a detailed explanation of the benefits of app integration and how to set up automation.

Benefits of Integrating Intercom with Microsoft Excel

Benefit 1: Streamline Task Verification

By integrating Intercom with Microsoft Excel, you can automatically add tasks to Microsoft Excel when a new conversation is created.
Adding tasks to Microsoft Excel based on conversation data eliminates the need to switch between different tools, allowing for smooth workflow.
For example, customer inquiries in Intercom are automatically saved as tasks in Microsoft Excel, enabling the team to quickly verify tasks.
This allows you to <span class="mark-yellow">track task progress and facilitate smooth information sharing, ultimately strengthening team collaboration.</span>

Benefit 2: Prevent Information Leakage and Input Errors

Automatically adding tasks to Microsoft Excel based on conversation information also ensures accurate data retention.
Manually transferring Intercom information to Microsoft Excel can lead to input omissions or errors, raising concerns about reflecting accurate data.
However, by utilizing automation, you can automatically reflect conversation information with customers in Microsoft Excel, avoiding human errors.
This allows you to <span class="mark-yellow">add tasks while preventing input omissions or errors, ensuring accurate data retention.</span>

[About Yoom]

How to Create a Flow for Integrating Intercom with Microsoft Excel

This time, we will introduce how to set up the following template: "Add conversation information as a task to Microsoft Excel when a new conversation is created in Intercom."
Using this template is convenient as it eliminates the need to set up automation from scratch.

The process only involves 2 steps, so it can be set up in 10-15 minutes.

Setting up the flow bot to activate when a new conversation is created
Setting up the action to add a record

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

How to connect Intercom and Microsoft Excel with Yoom

Register your My Apps to connect Intercom and Microsoft Excel with Yoom.
Registering My Apps first will make the automation setup smoother.

First, register your My Apps for Intercom.
Please refer to the Yoom help page for registration instructions.

Next, register your My Apps for Microsoft Excel.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Microsoft Excel from "Search by App Name" or find it from the app list.

Sign in when the following screen appears.
※ Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Once both My Apps registrations are complete, Intercom and Microsoft Excel will appear in the My Apps section.

How to add conversation information as a task in Microsoft Excel when a new conversation is created in Intercom

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, click on the relevant part to modify it.
First, to set up Intercom, click "When a new conversation is created".

When the following screen is displayed, please check the settings.

"Title" → Can be changed if necessary
"Account information linked with Intercom" → Check if the account is correct
"Trigger action" → When a new conversation is created

The following screen will be displayed, so select the "Trigger interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Note that the trigger interval varies depending on the plan.
Once the setup is complete, click "Test" → "Test successful" → "Save".

Next, to set up Microsoft Excel, click "Add a record".
When the following screen is displayed, check the settings.

"Title" → Can be changed if necessary
"Account information linked with Microsoft Excel" → Check if the account is correct
"Execution action" → Add a record

Move to Microsoft Excel and enter the task item name for testing.
As an example, it was set as follows.

Return to the Yoom screen and scroll to set up "Database integration".

"File storage location" → Set as desired
"Drive ID" → Select from the red frame candidates

Scroll and set "Item ID" and "Sheet name" from the candidates.

The item name set in Microsoft Excel will be displayed as follows, so set the "Value of the record to be added" using the output.
Click the red frame arrow to use the Intercom output.
Set the output that matches the item name.
Once the setup is complete, click "Test" → "Test successful" → "Save".

Finally, click "Turn on trigger" to complete the automation setup.

Other examples of automation using Intercom and Microsoft Excel

1. A flow where a user replies in Intercom and an automatic notification is sent to Microsoft Teams.
This automation is recommended if you are using Microsoft Teams internally and tend to miss replies in Intercom.
Notifications are sent to Microsoft Teams, allowing for a speedy response.

2. This is a flow where information is automatically registered in both kintone and Microsoft Excel when there is an inquiry through the form.
‍It allows you to automatically record inquiry details, preventing omissions and errors in recording.

3. This is a flow to create an invoice from a Microsoft Excel template and automatically send it via Outlook.
‍This eliminates the need for transcription work and reduces the effort required to create invoices.

Summary

By automatically adding tasks when new conversations occur, you can manage tasks efficiently without the need to switch between apps. This reduces errors from manual input, enhances data accuracy, and may ultimately lead to improved business processes. Let's leverage this automation to achieve task management based on accurate data.

If you want to try operating Yoom, please register for free from here.