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.
- When this happens...Tag Added to Conversation
Triggers when a new tag is added to a conversation in Intercom.
- automatically do this!Create Note
Creates a new note in a Dovetail project.
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