■Overview
This is a flow that adds conversation information as a task to Trello when a new conversation is created in Intercom.
■Recommended for
1. Those who handle customer support in Intercom
・Customer support representatives responsible for interactions with customers
・Those using Intercom as a communication tool with customers
2. Those utilizing Trello for task management
・Those who want to automate task additions to Trello
・Those who want to automatically add Intercom conversation information as tasks
■Benefits of using this template
Intercom is a tool that allows for real-time customer support, enabling speedy customer interactions.
When progressing with customer support, you may feel the need to quickly register items you want to add as tasks into a task management tool.
This template allows you to automatically add Intercom conversation information as tasks in Trello.
Since you can quickly register Intercom conversation information as tasks, task management becomes easier and more manageable.
Additionally, since manual registration work is not required, it is also possible to prevent human errors such as task registration omissions.
■Notes
・Please connect both Intercom and Trello with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
.avif)
.avif)
.avif)
