■Overview
This is a flow to register specified customers from Airtable as contacts in Intercom.
By using Yoom, you can easily connect apps without the need for programming.
You can trigger directly from Airtable by using a trigger with a Chrome extension.
■Recommended for
1. Those who manage customer data using Airtable
・If you manage customer information in Airtable but find it cumbersome to connect data to other tools
2. Companies that handle customer support using Intercom
・If you use Intercom regularly and want to automate the registration of new customer information
・If you want to save time on entering customer data and provide more effective customer support
■Benefits of using this template
By using this template, you can transfer customer information from Airtable to Intercom with a single click.
This allows you to enjoy several benefits.
First, since there is no need for manual data entry, you can reduce working time.
Staff can effectively use the saved time for other tasks, contributing to increased productivity.
Additionally, it is effective in preventing human errors.
Automation reduces the tasks performed manually, thereby reducing the risk of input mistakes or omissions.
■Notes
・Please connect both Airtable and Intercom with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・For instructions on how to integrate Intercom with My Apps, please refer to here.