How to integrate Intercom with Sansan to automatically register new conversations in Intercom to Sansan

Are you finding it cumbersome to manage customer information and track interaction history in your sales or support operations? Delays in manual data entry and information sharing can impact response speed and customer satisfaction.

We recommend implementing a workflow that integrates Intercom with Sansan.
This integration allows you to automatically register new conversations in Intercom to Sansan, reducing the burden of manual entry and minimizing input errors. Centralized information management facilitates smooth collaboration between teams and efficient operations.
This time, we will introduce how to easily build an Intercom and Sansan integration flow using the no-code tool Yoom.

Recommended for

Sales and support personnel who feel challenged by managing and sharing customer information
Those who want to streamline tracking of customer interaction history and avoid duplicate responses
Those who want to automate manual data entry tasks and reduce human error
Those who want to enhance information sharing between teams and improve customer response speed

Benefits and Examples of Intercom and Sansan Integration

Benefit 1: Reducing Workload

When a new conversation with a customer starts in Intercom, automatically registering customer information in Sansan reduces the burden of manual entry. This allows salespeople to focus on important tasks such as customer interactions and meeting preparations.

For example, by immediately recording information about a customer inquiry, smooth meeting preparation becomes possible. Additionally, by reducing the time spent on customer management tasks, more opportunities for meetings can be pursued, and overall team efficiency is expected to improve.
Furthermore, by eliminating repetitive data entry tasks, the mental burden on personnel can also be alleviated.

Benefit 2: Reducing Input Errors and Mistakes

Automatically registering customer information significantly reduces the risk of manual input errors and registration omissions. Since all information is centrally managed, duplicate registrations and incorrect data references can be avoided. For example, salespeople no longer have to manually input data, allowing negotiations to proceed based on accurate data. This reduces the sharing of incorrect information and unnecessary correction work, potentially improving overall team productivity. Additionally, improved data quality is expected to aid in business analysis and future strategic planning.

Benefit 3: Quick Approach to the Other Party

When a new conversation occurs in Intercom, automatically registering customer information in Sansan ensures that customer information is up-to-date. This allows salespeople to always plan their next actions based on the latest customer data.

For example, by immediately checking customer information during negotiations and conducting appropriate follow-ups, the accuracy of proposals is expected to improve. Efficient meeting preparation and precise approaches become possible, making it less likely to miss business opportunities. Additionally, having organized customer information allows each person in charge to avoid duplicate tasks and conduct efficient sales activities, which is also a benefit.

Now, let's explain how to use the no-code tool Yoom to "register customer information in Sansan when a new conversation is created in Intercom."

[What is Yoom]

How to Create an Integration Flow to Register Customer Information in Sansan When a New Conversation is Created in Intercom

You can detect new conversations with Intercom's API and automatically register customer information with Sansan's API.
Generally, programming knowledge is required to achieve this, but using the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The general flow of this process is as follows:

Link Yoom with Intercom and Sansan as My Apps
Copy the Template
Configure Flow Details
Turn on the Trigger

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

Step 1: Connect Intercom and Sansan with My Apps

Let's connect the apps used in this flow with Yoom through My Apps.
First, log in to Yoom and click "+ New Connection" from "My Apps" in the left menu.

When the app search window appears, search for each app name.

Connect Intercom with My Apps

To connect Intercom with My Apps, you need to obtain an access token.

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Once on the Developer Hub page, create a new app with the name Yoom from "New app".

Once the app is created, obtain the access token (API key) and paste it into Yoom to connect with My Apps.
For more details, please refer to the following link.

‍How to Register My App with Intercom

Connect Sansan with My Apps

Sansan is an app available only with some paid plans. If your plan is not eligible, the operations and data connections of the flow bot you set will result in errors, so please be careful.
Paid plans offer a 2-week free trial, during which you can use restricted apps.

To connect Sansan with My Apps, you need to obtain an access token.
Log in to the admin panel and proceed to the API Key acquisition screen from the settings.

Paste the obtained API Key into Yoom's screen and click "Add" to complete the My Apps connection.

Make sure to check the list of connected My Apps.
Next, we will move on to the detailed settings of the flow. Click "Try it" from the banner below to copy the template.

Step 2: Set Up App Trigger in Intercom

The initial setting is "When a new conversation is created".
On the first page, the account information of the Intercom integrated with My App is reflected.

Please confirm the account information and, if necessary, correct the title before proceeding.
On the next page, set the trigger activation interval.

The trigger activation interval can be selected from 5 to 60 minutes, but please note that it may not be selectable depending on the plan.
Set it according to your business needs, as it will check if a new conversation has been created on Intercom at the set time and activate the flow.

After selecting the activation interval, create a new test conversation in Intercom and click "Test".

If the test is successful, the content of the message will be reflected in each item of the above output.
If there are no discrepancies, click "Save" to complete the app trigger setup.

Step 3: Set Up Business Card Information in Sansan

Next is the setting for "Register Business Card Data".
This is the setting to register business card data using the data obtained from the conversation created in Intercom.

On the first page, as with Intercom, correct the title and confirm the account information before proceeding.

On the next page, set the details of the information to be registered in Sansan.

Select the obtained output for the relevant items.
After entering all the necessary items, click "Test" to verify that the information is registered correctly.

If new business card information is registered in Sansan, click "Save" to complete all settings.

Turn on the trigger to activate the flow.
The flow set this time is as follows.

Other Automation Examples Using Intercom and Sansan

Register Specified Customers from Sansan as Contacts in Intercom
This is a flow that automatically registers customer information recorded in Sansan as contacts in Intercom as needed. It eliminates the need for manual data migration, potentially reducing the workload for sales and support teams. This is particularly effective for companies that frequently update customer information.

Create a record in Airtable when a new conversation is created in Intercom
This flow automatically creates a record in Airtable when a new conversation with a customer occurs in Intercom. It simplifies the organization and tracking of customer information, improving the efficiency of information management. It is useful for centrally managing the progress of tasks for the support team.

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When a new conversation is created in Intercom, generate a response with Dify and notify Google Chat
This flow generates a response from a conversation with a customer in Intercom using Dify and automatically notifies Google Chat. It ensures timely sharing of responses and facilitates smooth information sharing among teams. It is particularly suitable for support teams that require prompt responses.

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Summary

The integration of Intercom and Sansan contributes to improving business efficiency in various scenarios, such as automatic registration of customer information, prevention of input errors, and information sharing among teams. The no-code tool Yoom makes it easy to realize these benefits.

Even without programming knowledge, you can integrate apps by simply following easy-to-understand steps. If you're aiming to speed up customer response and reduce management tasks, register for free with Yoom and take the first step towards business improvement.