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

k.ohshiro

Some customer support representatives may be using Intercom.
It's an excellent service that promotes improved customer experience, but did you know it becomes even more convenient when integrated with Trello?
It's especially recommended for those who perform tasks like the following:
"Adding a task to Trello for 'considering improvement proposals' based on customer requests received in Intercom."
New tasks may arise from the information obtained from customers.
For such occasions, this article explains how to automatically add conversations created in Intercom as tasks in Trello.
This eliminates the need to manually add tasks, making it ideal for those who want to reduce the burden of manual work!

Benefits of Integrating Intercom and Trello

Benefit 1: Reduction of Work Time

Every time a new conversation is created in Intercom, a task is automatically added to Trello, eliminating the need for manual data entry.
This allows representatives to reduce data entry tasks and spend more time on other duties.
Additionally, human errors such as input omissions are reduced, making task management more accurate.
If you forget to input information, you need to check the relevant conversation and add it later, but automatic addition to Trello helps prevent this in advance.

Benefit 2: Smoother Communication

By automatically adding Intercom conversations to Trello, all conversation information is visualized as tasks, facilitating smooth sharing within the team.
Especially in projects involving multiple team members, speedy information sharing is crucial.
When all team members can quickly grasp customer feedback obtained from Intercom, it helps avoid misunderstandings within the team, leading to smoother communication.
Furthermore, when all team members have access to the same information, role division and missed responses are minimized, leading to more efficient business processes.

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Yoom is a next-generation automation tool designed for those who want to streamline their daily administrative tasks and improve work efficiency! API integrations can be challenging for non-engineers, but Yoom eliminates the need for technical expertise or complex coding, allowing you to manage apps intuitively in one place with ease.

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Integration Flow of Intercom and Trello

Now, let's introduce how to actually integrate Intercom and Trello.
The integration steps are as follows:

Set up app triggers
Create a new card

At Yoom, we offer the above two steps as a template.
It's easier to create a flow bot than starting 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 Apps with Intercom and Trello

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

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

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

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

Step 1. Setting the App Trigger

First, 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 please check it and click "Next" if there are no issues.

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, please seehere.

If there are no issues up to this point, the trigger setting is complete by clicking "Save".

Step 2. Create a New Card

Next, click "Create a New Card".

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, set up to create a card.
"Key", "Token", "Board ID", and "List ID" are required fields, so be sure to enter them.
Other fields can be entered optionally, so utilize the output information and enter as needed.

Click "Test" and if no error appears, click "Save".

If a popup like the one below appears, all settings are complete.

Other Automation Examples Using Intercom and Trello

Yoom offers many automation examples using Intercom and Trello.
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, register a lead in Salesforce's lead object

For those using Salesforce for customer management, the following template is also recommended.
Conversation information and lead information are automatically linked, improving the efficiency of information management.

2. Notify Slack when a new conversation is created in Intercom

If you want to receive Intercom conversations in Slack, try this automated integration!
It allows you to quickly grasp messages from customers, leading to improved customer satisfaction.

3. Update Zendesk ticket status when a task is completed in Trello

Many customer support representatives use Zendesk.
If you want to streamline the process of updating information, be sure to try this template.

Summary

How was it?
The above was the procedure for integrating Intercom and Trello!
As you can see, Yoom can be used without programming knowledge, making it easy to set up integrations.
By utilizing the automatic integration in this article, you can reduce working time and streamline business processes.
Additionally, smooth information sharing will enhance communication within the team, contributing to improved productivity for the entire team.

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!