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Dovetail + Intercom

Add tags to Intercom conversations and create corresponding notes in Dovetail

Stay organized and keep track of your conversations easily with this focused workflow. Whenever a new tag is added to any conversation in Intercom, a note is instantly created in Dovetail. This helps in maintaining a comprehensive record of notable discussions, ensuring that you never miss out on any important conversation detail in your customer service or sales interactions.

Stay organized and keep track of your conversations easily with this focused workflow. Whenever a new tag is added to any conversation in Intercom, a note is instantly created in Dovetail. This helps in maintaining a comprehensive record of notable discussions, ensuring that you never miss out on any important conversation detail in your customer service or sales interactions.

  1. When this happens...
    IntercomIntercom
    Tag Added to Conversation

    Triggers when a new tag is added to a conversation in Intercom.

    TriggerInstant
  2. automatically do this!
    DovetailDovetail
    Create Note

    Creates a new note in a Dovetail project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Intercom triggers, actions, and search

    Lead Added Email

    Triggers when a Lead enters an email address.

    Trigger
    Instant
    Try It
    • Which Tag?

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Lead Converted to User

    Triggers when a lead converts to a user.

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    Contact Replied

    Triggers when a Contact replies to a Conversation in Intercom.

    Trigger
    Instant
    Try It
    • Message body format

    Trigger
    Instant
    Try It
  • Intercom triggers, actions, and search

    New Conversation

    Triggers when a new Conversation is created by a User in Intercom.

    Trigger
    Instant
    Try It
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About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn more

Related categories

  • Project Management
intercom logo
intercom logo

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.

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