When a new conversation is created in Intercom, add the conversation information as a task in Microsoft Excel.

■Overview

This is a flow that adds conversation information as a task to Microsoft Excel when a new conversation is created in Intercom.

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■Recommended for

1. Those who use Intercom for customer inquiries

・Those who utilize Intercom in their work

・Customer support staff handling customer inquiries

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2. Those who manage tasks with Microsoft Excel

・Those who share tasks using Microsoft Excel

・Those who want to automate task addition to Microsoft Excel

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■Benefits of using this template

Intercom allows for speedy responses to customer inquiries.
However, manually adding the details of customer interactions to Microsoft Excel can be inefficient and time-consuming.

This template automatically adds conversation information from Intercom to Microsoft Excel.
The content added to Microsoft Excel can be shared and edited within the team, making task management more efficient.

Additionally, since conversation information from Intercom is consolidated in Microsoft Excel, you can view the added content in a list and visually track the progress of tasks.

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■Notes

・Please integrate both Intercom and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to a business plan.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.