Integrate Intercom with Trello to add conversation information as a task in Trello whenever 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!

Some customer support representatives may be using Intercom.
It's an excellent service that promotes improved customer experiences, 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:
"Based on customer requests received through Intercom, adding a task called [Consideration of Improvement Proposals] to Trello."
In this way, 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, tasks are 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 decrease, leading to more accurate task management.
If you forget to input information, you would need to check the relevant conversation and add it later, but automatic addition to Trello helps prevent this in advance.

Benefit 2: Smoother Communication

With Intercom conversations automatically added 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 and leads to smoother communication.
Furthermore, with all team members accessing the same information, role distribution and missed responses are minimized, leading to more efficient business processes.

[About Yoom]

Integration Flow of Intercom and Trello

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

1. Set up an app trigger
2. 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.