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Intercom HubSpot
When a new conversation is created in Intercom, add a note to the contact in HubSpot.
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Intercom HubSpot

When a new conversation is created in Intercom, add a note to the contact in HubSpot.

Launch this workflow to connect Intercom & HubSpot !
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■Overview

This is a flow that adds a note to a Hubspot contact when a new conversation is created in Intercom.

‍

■Recommended for

1. Those who want to centrally manage customer interaction history

  • Sales representatives
  • Customer support representatives
  • Marketing personnel managing customer relations

2. Those who want to streamline customer interactions

  • Business owners who want to integrate customer information and maintain consistency in interactions
  • Team leaders who want to quickly grasp the history of customer interactions
  • Personnel who want to improve the quality of inquiry responses

3. Those who use Intercom and HubSpot on a daily basis

  • Users managing customer conversations with Intercom
  • Personnel managing customer information with HubSpot

‍

■Benefits of using this template

・You can centrally manage customer interaction history, improving consistency and efficiency in interactions.

・You can eliminate the manual task of adding notes, efficiently sharing information.

‍

■Notes

‍・Please integrate Yoom with both Intercom and Hubspot.

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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
Intercom
×
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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.
see details
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Intercom
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No-Code API Actions
Executable API actions
All
Intercom
HubSpot
Flowbot triggers
    When a new conversation is created
    When a new conversation is created or updated
    When a user creates a new conversation (Webhook Trigger)
    When a user replies in a conversation (Webhook Trigger)
    When a new company is created (Webhook Trigger)
    When a company is updated (Webhook Trigger)
    When a contact (lead) is created (Webhook Trigger)
    When a contact (lead) is updated (Webhook Trigger)
    When a contact (user) is created (Webhook Trigger)
    When a contact (user) is updated (Webhook Trigger)
    When a contact is deleted (Webhook Trigger)
    When a contact (lead) tag is created (Webhook Trigger)
    When an event is created (Webhook Trigger)
    When a company is deleted (Webhook Trigger)
    When a contact (lead) tag is deleted (Webhook Trigger)
    When a contact (user) tag is created (Webhook trigger)
    When a contact (user) tag is deleted (Webhook trigger)
    When a ticket is created (Webhook trigger)
    When a ticket's status is updated (Webhook trigger)
    When a contact (lead) is created or updated (Webhook trigger)
    When a Contact (User) Is Created or Updated (Webhook Trigger)
    When a new contact is created
    When a new company is created
    When a new deal is created
    When a contact is created or updated
    When a company is created or updated
    When a deal is created or updated
    When a form is submitted
    When a product is created
    When a product is created or updated
    When a deal is updated to the specified stage
    When a record is created in a custom object
    When a record in a custom object is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a service record is created
    When a service record is created or updated
    When a task is created
    When a note is added to a deal
    When a message in the specified thread receives a reply
Flowbot operations
    Reply to conversation
    Create Contact
    Get a contact
    Search contacts
    Get latest message in conversation
    Add translated article
    Update contact
    Delete contact
    Create or update company
    Search companies
    Retrieve a Company
    Create or Update Tag
    Tag or Untag Companies
    Add Tag to Contact
    Remove Tag from Contact
    Delete tag
    List contacts
    Create conversation
    List conversations
    Retrieve conversation
    Assign a teammate or team to a conversation
    List teams
    List workspace admins
    Create ticket
    Create ticket type
    Update ticket
    Get ticket
    Add note to contact
    Create message
    List articles
    Retrieve an article
    Create an article
    Update an article
    Send an event
    Import a data source via URL
    Search articles
    Search tickets
    Create contact
    Get contact
    Get latest contact IDs
    Update contact
    Search contacts (keyword search)
    Create company
    Get company information
    Get latest company IDs
    Update company
    Search companies (keyword search)
    Create deal
    Get deal information
    Get latest deal IDs
    Update deal
    Search deals (keyword search)
    Get contact custom properties
    Get company custom properties
    Get deal custom properties
    Get list of contact IDs
    Get list of company IDs
    Search deals (filtered search)
    Update contact custom property
    Update company custom property
    Update deal custom property
    Create ticket
    Submit data to form
    Update ticket
    Associate records
    Add note to contact
    Get public file URL
    Get custom object record
    Create custom object record
    Update custom object record
    Search custom object records (keyword search)
    Get product
    Create product
    Update product
    Search products (keyword search)
    Update ticket custom property
    Add note to company
    Add note to deal
    Add note to ticket
    Add meeting to company
    Search contacts (filter conditions)
    Get ticket details
    Add line item to deal
    Search products (filter search)
    Get owner (assignee) information
    Get owners (assignees) list
    Search multiple companies (filter criteria)
    Add note to custom object record
    Get company IDs associated with a specific contact
    Get custom object record IDs associated with a specific deal
    Create user
    Get service custom properties
    Create meeting log
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create call log
    Get tax rates
    Search line items (filter search)
    Search fees (filter search)
    Search discounts (filter search)
    Search quote templates (filter search)
    Add signers to quote
    Create quote
    Get deal line items
    Get line item details
    Get tasks list
    Get task
    Get object associations
    Get user details
    Search users (keyword search)
    Search users (filter search)
    Get subscription definitions list
    Search multiple tickets (filter conditions)
    Get pipeline stages list
    Get pipeline stage
    Get notes associated with a contact
    Search custom object records (filtered search)
    Get product item custom properties
    Get inbox thread list
    Run CRM data export task
    Get export task status and file URL
    Download export file
    Create custom object record (associate with deal record)
Flowbot triggers
    When a new conversation is created
    When a new conversation is created or updated
    When a user creates a new conversation (Webhook Trigger)
    When a user replies in a conversation (Webhook Trigger)
    When a new company is created (Webhook Trigger)
    When a company is updated (Webhook Trigger)
    When a contact (lead) is created (Webhook Trigger)
    When a contact (lead) is updated (Webhook Trigger)
    When a contact (user) is created (Webhook Trigger)
    When a contact (user) is updated (Webhook Trigger)
    When a contact is deleted (Webhook Trigger)
    When a contact (lead) tag is created (Webhook Trigger)
    When an event is created (Webhook Trigger)
    When a company is deleted (Webhook Trigger)
    When a contact (lead) tag is deleted (Webhook Trigger)
    When a contact (user) tag is created (Webhook trigger)
    When a contact (user) tag is deleted (Webhook trigger)
    When a ticket is created (Webhook trigger)
    When a ticket's status is updated (Webhook trigger)
    When a contact (lead) is created or updated (Webhook trigger)
    When a Contact (User) Is Created or Updated (Webhook Trigger)
Flowbot operations
    Reply to conversation
    Create Contact
    Get a contact
    Search contacts
    Get latest message in conversation
    Add translated article
    Update contact
    Delete contact
    Create or update company
    Search companies
    Retrieve a Company
    Create or Update Tag
    Tag or Untag Companies
    Add Tag to Contact
    Remove Tag from Contact
    Delete tag
    List contacts
    Create conversation
    List conversations
    Retrieve conversation
    Assign a teammate or team to a conversation
    List teams
    List workspace admins
    Create ticket
    Create ticket type
    Update ticket
    Get ticket
    Add note to contact
    Create message
    List articles
    Retrieve an article
    Create an article
    Update an article
    Send an event
    Import a data source via URL
    Search articles
    Search tickets
Flowbot triggers
    When a new contact is created
    When a new company is created
    When a new deal is created
    When a contact is created or updated
    When a company is created or updated
    When a deal is created or updated
    When a form is submitted
    When a product is created
    When a product is created or updated
    When a deal is updated to the specified stage
    When a record is created in a custom object
    When a record in a custom object is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a service record is created
    When a service record is created or updated
    When a task is created
    When a note is added to a deal
    When a message in the specified thread receives a reply
Flowbot operations
    Create contact
    Get contact
    Get latest contact IDs
    Update contact
    Search contacts (keyword search)
    Create company
    Get company information
    Get latest company IDs
    Update company
    Search companies (keyword search)
    Create deal
    Get deal information
    Get latest deal IDs
    Update deal
    Search deals (keyword search)
    Get contact custom properties
    Get company custom properties
    Get deal custom properties
    Get list of contact IDs
    Get list of company IDs
    Search deals (filtered search)
    Update contact custom property
    Update company custom property
    Update deal custom property
    Create ticket
    Submit data to form
    Update ticket
    Associate records
    Add note to contact
    Get public file URL
    Get custom object record
    Create custom object record
    Update custom object record
    Search custom object records (keyword search)
    Get product
    Create product
    Update product
    Search products (keyword search)
    Update ticket custom property
    Add note to company
    Add note to deal
    Add note to ticket
    Add meeting to company
    Search contacts (filter conditions)
    Get ticket details
    Add line item to deal
    Search products (filter search)
    Get owner (assignee) information
    Get owners (assignees) list
    Search multiple companies (filter criteria)
    Add note to custom object record
    Get company IDs associated with a specific contact
    Get custom object record IDs associated with a specific deal
    Create user
    Get service custom properties
    Create meeting log
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create call log
    Get tax rates
    Search line items (filter search)
    Search fees (filter search)
    Search discounts (filter search)
    Search quote templates (filter search)
    Add signers to quote
    Create quote
    Get deal line items
    Get line item details
    Get tasks list
    Get task
    Get object associations
    Get user details
    Search users (keyword search)
    Search users (filter search)
    Get subscription definitions list
    Search multiple tickets (filter conditions)
    Get pipeline stages list
    Get pipeline stage
    Get notes associated with a contact
    Search custom object records (filtered search)
    Get product item custom properties
    Get inbox thread list
    Run CRM data export task
    Get export task status and file URL
    Download export file
    Create custom object record (associate with deal record)
Tab 1
Tab 2
Tab 3
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