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Create Dovetail notes for Intercom conversations

  1. When this happensStep 1: New Closed Conversation

  2. Then do thisStep 2: Create Note

Don’t lose your valuable Intercom conversations. Instead, store it all in the same place for easy analysis and sharing. This Zapier integration creates a new note in Dovetail when a conversation is closed in Intercom, and copies across a link to the discussion, and the contents of the chat.

Note: The “Reply and close” button won't trigger this. You must reply and then close the conversation separately.

How this Intercom-Dovetail integration works

  1. A new conversation is closed in Intercom
  2. Zapier saves the contents of the conversation to a note in Dovetail

Apps involved

  • Intercom
  • Dovetail
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Connect Dovetail + Intercom in Minutes

It's easy to connect Dovetail + Intercom and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Insight

Triggers when a new insight is published.

InstantLead Converted to User

Triggers when a lead converts to a user.

InstantTag Added to Lead

Triggers when a lead is tagged.

InstantNew Conversation

Triggers when a new conversation is created by a user in Intercom.

InstantNew Company

Triggers when a new Company is created.

InstantLead Added Email

Triggers when a Lead enters an email address.

InstantNew Lead

Triggers when a new Lead is created.

InstantTag Added to Conversation

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

InstantNew Closed Conversation

Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

InstantNew User

Triggers when a new user is created.

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