■Overview
This is a flow that adds conversation information as tasks to Google Sheets when a new conversation is created in Intercom.
■Recommended for
1. Those using Intercom for customer support
・Those who frequently interact with customers through Intercom
・Customer support personnel handling customer interactions
2. Those using Google Sheets for task management
・Team members who share tasks using Google Sheets
・Those who want to automate task additions to Google Sheets
■Benefits of using this template
Intercom allows for real-time customer support, enabling smooth handling of inquiries and problem-solving.
However, when customer interactions occur in quick succession, there is a possibility of delays in registering items that should be added as tasks.
This template is suitable for those who want to automatically add conversation information from Intercom to Google Sheets as tasks.
When a conversation is created in Intercom, it is automatically added as a task, reducing the manual work of adding tasks.
Additionally, as conversation information from Intercom accumulates in Google Sheets, you can quickly check the progress of tasks and streamline management operations.
■Notes
・Please integrate both Intercom and Google Sheets 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.