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

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

Yoom's HubSpot ＆  Intercom  are ready to use! Automate tasks instantly—just copy the template!
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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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HubSpot
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Intercom
+
– See what you can do.
API Actions That can be No-Code
Executable API actions
everything
HubSpot
Intercom
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
    Form 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 custom object record 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 is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
    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)
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Retrieve Company Information
    Retrieve Latest Company ID
    Update Company
    Search Company (Keyword Search)
    Create Deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update Deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Retrieve Company Custom Properties
    Get Deal Custom Properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve 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 multiple contacts (filter criteria)
    Get Ticket Details
    Add Product Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Retrieve Service Custom Properties
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create Call Log
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
    Reply to Conversation
    Create Contact
    Get Contact
    Search Contacts
    Get Latest Message in Conversation
    Add article translation
    Update contact
    Delete contact
    Create or update company
    Search companies
    Retrieve a company
    Create or update a tag
    Tag or untag companies
    Add a tag to a contact
    Remove a tag from a contact
    Delete tag
    List contacts
    Create conversation
    List conversations
    Get conversation
    Assign a conversation to an admin or team
    Get team list
    Get workspace admin list
    Create ticket
    Create ticket type
    Update Ticket
    Get Ticket
    Add Note to Contact
    Create Message
    List Articles
    Retrieve article
    Create article
    Update article
    Send event
    Import a data source via URL
    Search Help Center articles
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
    Form 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 custom object record 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 is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Retrieve Company Information
    Retrieve Latest Company ID
    Update Company
    Search Company (Keyword Search)
    Create Deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update Deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Retrieve Company Custom Properties
    Get Deal Custom Properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve 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 multiple contacts (filter criteria)
    Get Ticket Details
    Add Product Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Retrieve Service Custom Properties
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create Call Log
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
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)
Flowbot operations
    Reply to Conversation
    Create Contact
    Get Contact
    Search Contacts
    Get Latest Message in Conversation
    Add article translation
    Update contact
    Delete contact
    Create or update company
    Search companies
    Retrieve a company
    Create or update a tag
    Tag or untag companies
    Add a tag to a contact
    Remove a tag from a contact
    Delete tag
    List contacts
    Create conversation
    List conversations
    Get conversation
    Assign a conversation to an admin or team
    Get team list
    Get workspace admin list
    Create ticket
    Create ticket type
    Update Ticket
    Get Ticket
    Add Note to Contact
    Create Message
    List Articles
    Retrieve article
    Create article
    Update article
    Send event
    Import a data source via URL
    Search Help Center articles
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