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

■Overview

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

■Recommended for

1. Those who use Intercom to improve communication efficiency

・Customer support personnel using Intercom for interactions with customers

2. Those who manage tasks with Zendesk

・Those who want to add conversation information with customers as tasks in Zendesk

■Benefits of using this template

Intercom is a useful tool for communicating with customers.
However, if you are manually adding and managing conversation information with customers to Zendesk each time, you may find the manual addition process cumbersome.

This template allows you to automatically add conversation information from Intercom to Zendesk, streamlining manual tasks.
With Intercom conversation information automatically aggregated in Zendesk, analysis becomes easier, and the quality of support can be improved.

Additionally, it eliminates the risk of missing manual registration of conversation information, preventing human errors.

■Notes

・Please connect both Intercom and Zendesk with Yoom.

・Zendesk is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flowbot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

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

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Intercom
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Intercom
Yoom allows you to integrate with Intercom's API without any code, enabling the automation of various tasks. For example, when a reply from a user occurs in Intercom, notifications can be sent to Slack, Chatwork, and other platforms. Additionally, it is possible to synchronize Intercom's information with Yoom's database to consolidate information.
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Zendesk
Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.
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