Register a specified customer from Salesforce as a contact in Intercom

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■Overview

This flow registers specified customers from Salesforce as contacts in Intercom.
By using Yoom, you can easily integrate apps without the need for programming.
You can trigger directly from Salesforce by using a trigger with a Chrome extension.

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■Recommended for

1. Those who manage customers using Salesforce

・Those who manage customer data in Salesforce but manually enter data into Intercom periodically

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2. Those who use Intercom as a customer support tool

・Those who want to automatically sync customer data from Salesforce to save time

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■Benefits of using this template

When managing information using different apps, you need to enter the same data multiple times, which is cumbersome.
By utilizing this template, you can automatically reflect Salesforce customer information in Intercom with a single click.
This reduces the effort of data entry.
Those who have been manually transferring data will see an improvement in work efficiency.

Additionally, automation prevents human errors, enhancing the accuracy of data management.

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■Notes

・Please integrate both Salesforce and Intercom with Yoom.

・Salesforce 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.

・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.

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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.

Related apps

Intercom

Templates using

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Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce