How to register customer information in Sasuke when a new conversation is created in Intercom by integrating Intercom with Sasuke

Intercom is a multifunctional communication tool designed to streamline customer support. By utilizing AI chatbots, it enables quick responses to inquiries. However, many might find it cumbersome to manually register customer information in Sasuke every time a new conversation starts in Intercom. This article explains the benefits and setup process of integrating Intercom with Sasuke. This article is recommended for: - Those using Intercom and Sasuke who find the task of transferring customer information cumbersome. - Sales and support teams looking to prevent input errors or omissions in customer information. - Those aiming to improve team efficiency in environments where information tends to be scattered. Benefits and Examples of Intercom and Sasuke Integration Benefit 1: Speeding Up Customer Support By integrating Intercom with Sasuke, customer information is automatically registered in Sasuke, allowing the support team to quickly access the latest customer information. This enables customer support teams to swiftly grasp important information such as chat history and past inquiries in Intercom, providing tailored support to each customer. Particularly in handling inquiries about product issues, quickly checking purchase history and past interactions can shorten the time to resolve problems and lead to prompt solutions. As a result, it contributes to faster customer support and improved customer satisfaction. Benefit 2: Improved Data Accuracy Integrating Intercom with Sasuke prevents human errors from manual input, enhancing data accuracy. For example, when a sales representative interacts with a new customer via chat in Intercom and obtains information such as name, company name, and email address, traditionally, the sales representative would need to manually enter this information into Sasuke. However, by integrating Intercom with Sasuke, customer information obtained through chat is automatically registered in Sasuke, effectively preventing human errors such as typos. Building strategies based on accurate data may lead to more effective approaches to potential customers. Benefit 3: Efficient Information Management The integration of Intercom and Sasuke is expected to contribute to efficient information management. Automatically reflecting customer information obtained in Intercom into Sasuke reduces the effort of data organization and integration. For instance, when a marketing representative plans a campaign, utilizing Intercom information in Sasuke may reduce the time spent on data collection and organization. This allows valuable time to be focused on core tasks, such as communication with customers and problem-solving. Additionally, automation ensures that the latest information is always aggregated in Sasuke, making information search and utilization easier. As a result, it reduces the effort required for information management and is expected to improve operational efficiency. This article will proceed with integration using Yoom. If you haven't used it yet, please take a look at "First Time with Yoom." Now, let's explain how to use the no-code tool Yoom to register customer information in Sasuke when a new conversation is created in Intercom. [What is Yoom] How to Create an Integration Flow between Intercom and Sasuke It is possible to achieve this by receiving the creation of a new conversation in Intercom using Intercom's API and adding customer information using Sasuke's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The integration flow is broadly created through the following processes. - Register Intercom and Sasuke as My Apps - Set up a trigger to activate when a new conversation is created in Intercom - Configure settings to add customer information to Sasuke - Test and verify Step 1: My App Integration with Intercom and Sasuke First, log in to your Yoom account. If you do not have an account, please create one on the Yoom account issuance page. Click on My Apps, then click on New Connection. You can search by app name from the input field. This time, search and register Intercom and Sasuke respectively. Intercom My App Registration Let's start by registering Intercom. Enter "Intercom" in the input field, and the Intercom icon will appear, so click on the icon. The following screen will be displayed. Please enter the account name and access token. For detailed instructions on how to register Intercom as a My App, please refer to the following link. Intercom My App Registration Method Click "Add" to complete the Intercom My App registration. Sasuke My App Registration Similarly, search for Sasuke and click on the icon. Enter the account name, access token, and API key. Once you have finished entering, click "Next." This concludes the My App registration for Intercom and Sasuke. If the My App registration is successful, the following screen will be displayed. Please check if the icons for Intercom and Sasuke are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Template Selection and Storage Location Preparation Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting the Trigger to Activate When a New Conversation is Created in Intercom

1. First, click on "When a new conversation is created" at the top.

2. Set the title as you like.
Enter the account information to link with Intercom.
Select "When a new conversation is created" as the trigger.
After entering, click "Next".

3. Set the trigger activation interval.
You can choose the activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting to Add Customer Information to Sasuke

1. Finally, click the "Register Customer Information" icon.

2. Enter the account information to link with Sasuke.
Select "Register Customer Information" as the action.
After entering, click "Next".

3. Set each item.
When you click on the input field, the output obtained earlier will be displayed, so please use it as appropriate.
For information on how to check and obtain some of the items necessary when setting up Sasuke, please refer to the following link.
How to Obtain Various Sasuke Settings
Once the settings are complete, click "Test" and if there are no issues, click "Save".

4. This completes the flow of [Register Customer Information in Sasuke When a New Conversation is Created in Intercom].

Step 4: Testing and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.

The charm of Yoom is that it allows for easy setup without programming.
Try this convenient flow from the link below.

Other Examples of Automation Using Intercom

There are many other examples of automation using Intercom in Yoom, so here are a few.

1. This is a flow where conversation information is added to kintone as a task when a new conversation is created in Intercom.
By using this template, you can automatically register Intercom conversation information in kintone.
This eliminates the need to manually record inquiry details and past conversation history, which can lead to a reduction in work time.

2. This is a flow to register specified customers from Salesforce as contacts in Intercom.
When sharing customer information between different apps, it is necessary to manually re-enter the data, which increases the risk of human error.
By utilizing this template, you can automatically reflect customer information from Salesforce to Intercom.

3. This flow adds conversation information as a task to Google Sheets when a new conversation is created in Intercom.
By using this template, conversation information from Intercom is automatically added as a task to Google Sheets.
Every time a new conversation occurs, a task is automatically added to the sheet, which can help reduce daily workload.

Summary

By integrating Intercom with Sasuke, it is now possible to automatically add customer information to Sasuke whenever a new conversation is created in Intercom.
This automatic data synchronization eliminates the need for manual entry, potentially reducing the workload for staff.
If you are considering automating your operations but are concerned about the complexity or skill requirements, it might be worth trying Yoom.
Automating tedious routine tasks could help you reassess how you use your time and improve work efficiency.
Why not explore the possibilities of expanding your work style with Yoom?