When a new conversation is created in Intercom, register the contact in Hubspot.
HubSpot Intercom

When a new conversation is created in Intercom, register the contact in Hubspot.

Yoom's HubSpot &  Intercom  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow to register a contact in Hubspot when a new conversation is created in Intercom.

■Recommended for

1. Those who need to frequently communicate with customers

  • Customer support representatives
  • Sales representatives
  • Marketing representatives

2. Those who want to reduce manual registration or updating of customer information and automate the process

  • Small business owners aiming for automation and efficiency
  • Team leaders who need accurate management of customer information

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

  • Users managing customer communication with Intercom
  • Representatives managing customer information and sales activities with Hubspot

■Benefits of using this template

・Customer information is quickly registered in Hubspot, greatly improving the efficiency of sales activities and customer support.

・Eliminates the need for manual contact registration, improving operational efficiency.

Notes

・Please integrate Yoom with both Intercom and Hubspot.

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About the Apps You Use
HubSpot
HubSpot
Templates using

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.

When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
Intercom
Intercom
Templates using

This is a flow that adds a note to a Hubspot contact when a new conversation is created in Intercom. It centralizes the management of customer interaction history, improving consistency and efficiency in responses. It eliminates the need for manually adding notes, allowing for efficient information sharing.

When a new conversation is created in Intercom, this flow adds the conversation information as a task in Asana. By automatically adding Intercom conversation information as Asana tasks, you can manage tasks more quickly.

This is a flow where a notification is sent to Slack when a user replies on Intercom. Automatic notifications of customer reply information eliminate the need for manual checks, improving operational efficiency. Integrating Intercom with Slack enhances business transparency.
About the apps you use
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.
see details
Templates

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.

When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
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
Templates

This is a flow that adds a note to a Hubspot contact when a new conversation is created in Intercom. It centralizes the management of customer interaction history, improving consistency and efficiency in responses. It eliminates the need for manually adding notes, allowing for efficient information sharing.

When a new conversation is created in Intercom, this flow adds the conversation information as a task in Asana. By automatically adding Intercom conversation information as Asana tasks, you can manage tasks more quickly.

This is a flow where a notification is sent to Slack when a user replies on Intercom. Automatic notifications of customer reply information eliminate the need for manual checks, improving operational efficiency. Integrating Intercom with Slack enhances business transparency.
Templates
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API Actions That can be No-Code
Executable API actions
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
List of Related Blog Posts
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