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

Try this Template

No items found.

■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.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Notify LINE WORKS when a new conversation is created in Intercom.

When a new conversation is created in Intercom, this flow sends a notification to LINE WORKS. Since new conversation information is shared in real-time, prompt responses become possible. It eliminates the need for manual notification tasks, allowing for efficient information sharing.

See details

When a new conversation is created in Intercom, add the conversation information as a task in Zendesk.

When a new conversation is created in Intercom, this flow adds the conversation information to Zendesk as a task. By automatically aggregating Intercom conversation information in Zendesk, it becomes easier to analyze and improve the quality of support.

See details

When a new conversation is created in Intercom, add the conversation information as a task in kintone.

When a new conversation is created in Intercom, this flow adds the conversation information as a task in kintone. By quickly adding tasks to kintone, customer interactions can be handled smoothly, thereby streamlining customer support.

See details

When a new conversation is created in Intercom, add the conversation information as a task in Microsoft Excel.

When a new conversation is created in Intercom, this flow adds the conversation information as a task in Microsoft Excel. The added content can be shared and edited within the team, making task management more efficient.

See details

When a new conversation is created in Intercom, add the conversation information as a task in Google Sheets.

When a new conversation is created in Intercom, this flow adds the conversation information as a task in a Google Spreadsheet. Since conversations created in Intercom are automatically added as tasks, it reduces the manual work of adding tasks.

See details

When a new conversation is created in Intercom, add the conversation information as a task in Backlog.

When a new conversation is created in Intercom, this flow adds the conversation information as a task in Backlog. This eliminates the need for manual task addition, allowing for more efficient task management.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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.

Related apps

Intercom

Templates using

View all related templates

HubSpot

Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.

Related apps