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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