When a new conversation is created in Intercom, register the customer information in Sansan.

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■Overview

This is a flow to register customer information in Sansan when a new conversation is created in Intercom.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

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‍■Recommended for

1. Companies using Intercom for business

・Those who want to share conversation partner information with their team and utilize it in other apps

‍・Those who want to automate data entry to prevent input errors

2. Companies using Sansan for business

・Those managing lead or customer information in Sansan

・Those aiming for centralized information management

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■Benefits of using this template

By implementing this flow, you can automatically register customer information in Sansan whenever a new conversation is created in Intercom.

Automatic data synchronization eliminates the need for manual entry, reducing the workload on staff and minimizing human errors such as input mistakes or registration omissions.
Additionally, it enables a quick approach to the conversation sender.

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■Notes

・Please integrate Yoom with both Intercom and Sansan.

・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.

・Sansan is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation or data connection of the flow bot you have set will result in an error, so please be careful.

・Paid plans such as the Team Plan or 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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