Dovetail + Intercom
Create notes in Dovetail for new conversations in Intercom
Interact with your customers seamlessly using this workflow. Whenever a new conversation unfolds in Intercom, notes are quickly generated in Dovetail, capturing all the vital information and insights. This saves you time on manual data entry and ensures every customer interaction is recorded efficiently for future reference.
Interact with your customers seamlessly using this workflow. Whenever a new conversation unfolds in Intercom, notes are quickly generated in Dovetail, capturing all the vital information and insights. This saves you time on manual data entry and ensures every customer interaction is recorded efficiently for future reference.
- When this happens...New Conversation
Triggers when a new conversation is created by a user in Intercom.
- automatically do this!Create Note
Creates a new note in a Dovetail project.
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