■Overview
This is a flow to register customer information in Sasuke when a new conversation is created in Intercom.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Companies using Intercom for business
・Those who want to share conversation information with their team and utilize it in other apps
・Sales representatives who want to approach leads or customers based on conversation information
・Those who want to automate data entry and reduce working time
2. Companies using Sasuke for business
・Those who manage lead or customer information in Sasuke
・Those aiming for centralized information management and improved accuracy in marketing and sales activities
■Benefits of using this template
By implementing this flow, you can automatically register customer information in Sasuke based on conversation information from Intercom.
Automatic data synchronization eliminates the need for manual entry, reducing the workload on staff.
It also helps prevent human errors such as input mistakes or registration omissions.
Utilizing conversation content with leads or customers enables quick approaches and data analysis.
■Notes
・Please integrate Yoom with both Intercom and Sasuke.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.