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

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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!

We will introduce a flow that integrates Intercom with Notion to automatically add tasks when a new conversation is registered. By utilizing this automation, you can save the time and effort of manually creating tasks, contributing to time efficiency. Additionally, it helps prevent duplicate task creation and human errors, enabling quick responses, while also eliminating concerns about task delays or oversights, ensuring smooth project progress. This article explains the specific methods of app integration and its benefits.

Benefits of Integrating Intercom with Notion

Benefit 1: Time-saving

Automating the task creation that was previously done manually reduces duplicate creation and human errors, allowing for quick responses. For example, if the content of a meeting conversation is automatically added to a task in Notion, the need for input work is eliminated. This allows the team to focus more on important sales activities and customer interactions. Additionally, it helps avoid task delays, facilitating smooth project progression.

Benefit 2: Easier Task Management

Automatically adding tasks to Notion from conversation information allows each member to grasp the task status. For instance, the sales team can check the customer support team's responses, enabling smooth follow-ups. This creates an environment where, even if teams are different, they can take the next action without confusion. Furthermore, by visualizing tasks, it may prevent operational discrepancies and ensure consistent responses.

[What is Yoom]

How to Create an Integration Flow between Intercom and Notion

This time, we will introduce the setting method for the following template: "Add conversation information as a task in Notion when a new conversation is created in Intercom." By using this template, you don't need to set up automation from scratch, which is convenient.

The process consists of only 4 steps, so it can be set up in 10-15 minutes.

Register Intercom and Notion as My Apps
Set a trigger to activate when a new conversation is created in Intercom
Set an action to add a record in Notion
Verify the automation between Intercom and Notion

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

Step 1: Register Intercom and Notion as My Apps

Please register Intercom and Notion as My Apps to connect them to Yoom.
By completing the My App registration first, you can easily set up automation.

Let's start with registering Intercom as My App.
For instructions on how to register as My App, please refer to the help page here.

Next, register Notion as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Find Notion from the app list or search from "Search by App Name".

When the following screen appears, click "Select Page" within the red frame.

When the following screen appears, check the page you want to allow access to and click "Allow Access" within the red frame.

If Intercom and Notion are displayed in My Apps, the My App registration is complete.

Step 2: Set a trigger to activate 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".

When the following screen is displayed, please check the "Title" and "Description".
If you want to make changes, you can do so from the following page.
First, set up Intercom by clicking "When a new conversation is created".

The following screen will be displayed, so please check the settings.

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

When the following screen is displayed, please select the "Trigger interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the trigger interval varies depending on the plan.

Once set, click "Test" → "Test successful" → "Save".

Step 3: Set up the action to add a record in Notion

Next, to set up Notion, click "Add a record".
The following screen will be displayed, so please check the settings.

"Title" → Can be freely changed
"Account information linked with Notion" → Check if correct
"Execute action" → Add a record

Move to the Notion screen and set the task item name for testing.
※ Please be sure to use the table view.
As an example, it was set as follows.
Set the item name for the values you want to obtain from Intercom as desired.

Return to the Yoom screen and check the explanation of "Database ID" to set it.

When the following screen is displayed, use the Intercom output to set the "Value of the record to be added".
By clicking the arrow in the red frame, you can use the Intercom output.
Select the output that matches the item name.
Once all settings are complete, click "Test" → "Test successful" → "Save".

Step 4: Verify the automation between Intercom and Notion‍

Finally, click "Turn on trigger" to complete the automation setup.
Let's verify if the flow bot starts correctly.

Other examples of automation using Intercom and Notion

1. This flow automatically adds conversation information as a task to kintone when a new conversation is created in Intercom.
Automatic task creation based on Intercom conversations can also be done with kintone.
By utilizing this automation, task creation can be done quickly, which may allow for smoother customer support.

2. This is a flow where users' replies on Intercom are automatically notified to Google Chat.
By automating customer reply notifications, you won't have to worry about missing any replies.
Additionally, it saves the effort of checking for replies, allowing the person in charge to focus on other tasks.

3. This is a flow that summarizes the contents of meeting minutes registered in the Notion database and automatically notifies Microsoft Teams.
It eliminates the need to manually summarize the minutes, reducing the burden on the person in charge.
Additionally, by automating the summarization of the minutes, information can be shared more quickly.

Summary

By automatically adding tasks to Notion from Intercom conversation information, work efficiency is likely to improve.
The reduction of manual tasks and the avoidance of duplication and input errors are also significant advantages.
Additionally, with automatic task updates, information sharing among team members becomes smoother, allowing everyone to transition to the next action seamlessly.
This enables stable customer support and ensures consistent responses from the entire team.

Since Yoom's app integration and automation do not require special skills, anyone can easily use it.
Be sure to take advantage of Yoom and experience automation for yourself.
If you want to try it out, please register for free here.