Register the specified customer from Sansan as a contact in Intercom.

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■Overview

This is a flow to register specified customers from Sansan as contacts in Intercom.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Sansan.

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■Recommended for

1. Companies utilizing Sansan as a business card management tool

・Those who want to link customer information with other tools

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2. Companies using Intercom as a customer support tool

・Those who use Intercom regularly and want to keep customer information up-to-date

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■Benefits of using this template

By linking Sansan and Intercom, you can seamlessly transfer customer information.
This eliminates the need for manual data entry, improving operational efficiency.

Additionally, it maintains consistency of information, reducing the risk of errors and duplicate entries.
Furthermore, since customer data collected in Sansan can be quickly reflected in Intercom contacts, the quality of customer support may improve.

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■Notes

・Please link both Sansan and Intercom with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

・For instructions on integrating Intercom with My Apps, please refer to here.

・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot 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.

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About the Apps You Use

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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Intercom

Templates using

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Sansan

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.

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