■Overview
This is a flow to register customer information in SendGrid when a new conversation is created in Intercom.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Intercom for customer support in their business
・Customer support representatives who handle inquiries from customers on a daily basis
・Those who utilize Intercom for sales activities
2. Those who send emails using SendGrid
・Those who use SendGrid to send emails to customers
・Those who want to streamline the addition of customer information
■Benefits of using this template
Manually registering customer information from conversations created in Intercom to SendGrid is a hassle.
However, when there are many inquiries, it takes time to verify and correct customer information after registration, which may lead to decreased productivity.
With this flow, you can automatically register customer information in SendGrid by obtaining it from the conversation information created in Intercom, thus streamlining manual tasks.
Automating registration to SendGrid prevents input errors and omissions, enabling accurate information addition.
Additionally, it reduces the risk of misdelivery or missed emails due to incorrect addresses, ensuring reliable email delivery.
■Notes
・Please integrate both Intercom and SendGrid with Yoom.
・For the method of integrating Intercom with your app, please refer to here.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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