ClientSuccess + Intercom
Add new Intercom conversations as ClientSuccess engagement interactions
Keeping track of client interactions can take away time from communicating with the client themselves. Use this integration to automatically track in ClientSuccess when you’ve engaged with a client in Intercom, freeing up much more of your time for meaningful client interactions.
Keeping track of client interactions can take away time from communicating with the client themselves. Use this integration to automatically track in ClientSuccess when you’ve engaged with a client in Intercom, freeing up much more of your time for meaningful client interactions.
- When this happens...New Conversation
Triggers when a new conversation is created by a user in Intercom.
- automatically do this...Find Contact
Finds an existing contact in your account.
- then do this!Create Engagement Interaction
Creates a new engagement interaction on a client.
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About ClientSuccess
ClientSuccess is customer success platform that helps retain and grow existing customer bases.
Related categories
About Intercom
Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
