When a new conversation is created in Intercom, update the Salesforce contact object.

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■Overview

This is a flow that updates the Salesforce contact object when a new conversation is created in Intercom.

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■Recommended for

1. Those who want to immediately link new conversations with customers to sales activities

・Customer support representatives

・Sales team leaders

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2. Those who want to reduce manual data updates and automate processes

・Owners of small and medium-sized businesses aiming to improve operational efficiency

・Those who want to speed up customer response and sales activities

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

・Users who communicate with customers using Intercom

・Personnel managing contacts using Salesforce

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■Benefits of using this template

・Since the latest conversation information is updated immediately, it can greatly improve the efficiency of sales activities.

・It reduces manual work and allows the contact information update process to proceed smoothly.

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■Notes

・Please integrate both Intercom and Salesforce with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial period.

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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.

Related apps

Intercom

Templates using

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Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce