When a new conversation is created in Intercom, register a lead in the Salesforce lead object.

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■Overview

This is a flow that registers a lead in the Salesforce lead object when a new conversation is created in Intercom.

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■Recommended for

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

・Customer support representatives

・Sales team leaders‍

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2. Those who want to reduce manual lead registration and automate the process

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

・Those who want to speed up customer support 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 leads using Salesforce

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■Benefits of using this template

・You can reduce manual tasks and smoothly proceed to lead registration.

・Since conversation information and lead information are automatically linked, information sharing within the team can be done efficiently.

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■Notes

・Please link 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. During the free trial, you can use apps that are subject to restrictions.

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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