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

2024/10/11

How to integrate Intercom with GitHub to add conversation information as a task in GitHub when a new conversation is created in Intercom

k.ohshiro

Information obtained from customers is very important for growing a service.
For example, "This feature is difficult to use, so please improve it" or "I usually do this kind of work, so I would like you to add it as a new feature."
Customer feedback like the above should be captured as early as possible as improvement proposals for the service and managed without any omissions.
This article explains the flow of automatically adding conversation information created in Intercom to GitHub as tasks!
It is recommended for those who want to make the most of customer feedback to improve their service!
Please refer to the following steps and try automatic integration with Yoom.

Benefits of Integrating Intercom and GitHub

Benefit 1: Streamlining the Development Process

Important insights obtained while responding to inquiries should be shared not only with specific teams but also with other teams.
However, manually adding Intercom conversation information to GitHub each time is a hassle.
By using the integration described in this article, conversations in Intercom are automatically added to GitHub, allowing feedback and requests from customers to be quickly shared with the development team.
This allows developers to immediately identify issues that need addressing and quickly start working on fixes.
Streamlining the entire process from understanding customer feedback to reflecting it in the service leads to improved customer experience.
As a result, a reduction in churn rate and an increase in sales can be expected.

Benefit 2: Avoiding Human Errors

The more manual work involved, the greater the risk of human error, which can hinder operations.
For example, due to incomplete information, you may not be able to accurately grasp the situation, increasing the hassle of referring to the original conversation history.
Alternatively, if there is an omission in adding information, important information may be overlooked, leading to a loss of opportunities for service growth.
By automating input tasks, the risk of human error can be minimized, reducing unnecessary hassle and preventing opportunity loss.

[What is Yoom]

Integration Flow of Intercom and GitHub

Now, let's introduce how to actually integrate Intercom and GitHub.
The flow introduced this time is "When a new conversation is created in Intercom, add the conversation information as a task in GitHub."
The specific integration steps are as follows.

  1. Set up an app trigger in Intercom
  2. Create an issue in GitHub

Yoom provides the above two steps as a template.
You can create a flowbot more easily than creating it from scratch, so first click the "Try it" button on the banner below to copy the template!
Once the copy is complete, you can operate it from "My Projects" in the sidebar.

Integration of My App with Intercom and GitHub

After copying the template, register Intercom and GitHub in Yoom's My App as a preliminary step.
※ If you have already registered, please proceed to "Step 1. Setting the App Trigger".

<Procedure>

1. After logging into Yoom, click "My App" → "+ New Connection" in order

2. Search for the app name and enter the required information

If Intercom and GitHub are displayed in the My App list, you are ready!
Let's proceed to the detailed settings right away!

Step 1. Setting the App Trigger

First, open the flow you just copied from "My Project" in the sidebar.

Next, click on the app trigger "When a new conversation is created".

On the first page, the account information linked in advance will be displayed, so check it and if there are no issues, click "Next".

On the next page, select the trigger activation interval and click "Test".
※ Please note that the time you can specify for the "trigger activation interval" varies depending on your contracted plan. For details,
click here.

If there are no issues up to this point, click "Save" to complete the trigger settings.

Step 2. Creating an Issue

Next, click "Create Issue".

On the first page, the account information will be displayed as in Step 1, so if there are no issues, click "Next".

On the second page, configure the settings to create an issue.
Make sure to fill in all the required fields.

The "Comment" is an optional field, but it is recommended to use the information output from Intercom and describe it in detail as shown in the image below.
The development team can understand user attributes and message content in detail from this comment section, allowing them to consider improvement proposals that take into account the customer's background.

Click "Test" and if no errors occur, click "Save".

If a popup like the one below is displayed, all settings are complete.
When you turn on the trigger, the flow will be executed.

Other Automation Examples Using Intercom and GitHub

Yoom has many automation examples using Intercom and GitHub.
It is possible to integrate with various apps, so please refer to the following representative examples.

1. When a new conversation is created in Intercom, add the conversation information to Trello as a task

For those who want to manage tasks in Trello instead of GitHub, the following template is recommended.

2. Notify Microsoft Teams when a new conversation is created in Intercom

For those using Microsoft Teams as a communication tool, you can receive automatic notifications when a conversation is created by integrating with Intercom.
If you want to prevent missing any confirmations and respond to customers promptly, please refer to this template.

3. Notify Slack when an Issue is created on GitHub

If you are using Slack, this integration allows you to receive notifications about newly created Issues.
If you want to quickly grasp the information registered on GitHub, give it a try!
It can also be used as a means to prevent overlooking and to share information with team members.

Summary

In this article, we explained the flow of "Adding conversation information as a task to GitHub when a new conversation is created in Intercom."
By using this integration, the development team can quickly catch up on customer feedback, which contributes to the growth of the service.
As a result, customer experience is improved, and a reduction in churn rate and an increase in sales can be expected.
Additionally, automation reduces the risk of human error, leading to accurate data management.
Preventing unnecessary effort due to input mistakes can lead to improved productivity.

Yoom can be used without programming knowledge, making it easy to set up integrations.
If you are interested, please start by registering for free here!

The person who wrote this article
k.ohshiro
I've been working for SaaS companies as a customer success since I was a student. I was working using multiple cloud services, and there were times when I thought it would be convenient if services could be linked more easily with each other. Since apps can be linked without code with Yoom, anyone can easily set it up. I would like to be able to convey the appeal of Yoom in an easy-to-understand manner and contribute to improving everyone's work efficiency!
Tags
Intercom
GitHub
Automation
Integration
Automatic
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