Integrate Intercom with Zendesk to add conversation information as a task in Zendesk 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 want to add feedback from customers received via Intercom as tasks. For example, when gaining important insights, they might add a task like "Consider Improvement Proposals," or when a bug is discovered, they might add a task like "Investigate the Cause." In any case, you want to manage important information obtained from customers without any omissions. In such situations, the integration discussed in this article might be helpful. This article introduces how to automatically add conversations created in Intercom as tasks in Zendesk. By automating the addition of tasks, you can manage conversation information with customers without the hassle of manual work. If you are interested, please refer to the following steps and try automatic integration with Yoom!

Benefits of Integrating Intercom and Zendesk

Benefit 1: Reduced Work Time

Creating tickets in Zendesk based on conversation information from Intercom can feel cumbersome. Especially if you frequently receive requests or questions from customers, the burden can be significant, and you might waste a lot of time. However, by utilizing the automatic integration introduced here, the task of creating tickets becomes unnecessary, leading to a reduction in work time. This allows representatives to focus on other tasks, potentially improving the quality of work. Additionally, automation helps prevent omissions in task additions. As a result, you will be able to manage important information obtained from customers without any omissions.

Benefit 2: Speedy Information Sharing

By implementing the automatic integration discussed in this article, you can also address the following cases.

• You want to share conversation information from Intercom as feedback from customers with the development team or PdM.
• However, since Intercom accounts are primarily granted to the customer support team, there may be delays in sharing information with other teams.

With this automatic integration, conversation information is aggregated in Zendesk, allowing employees without Intercom accounts to view conversation information from Zendesk. Since it is added automatically rather than manually, it can be quickly grasped. This allows the development team to promptly respond to service issues, potentially improving customer satisfaction.

[What is Yoom]

Intercom and Zendesk Integration Flow

※Important Notes

・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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

1. Set up an app trigger in Intercom
2. Create a ticket in Zendesk

Yoom provides the above two steps as a template. You can create a flow bot more easily 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.