Create Dovetail notes for Intercom conversations
When this happensStep 1: New Closed Conversation
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
- A new conversation is closed in Intercom
- Zapier saves the contents of the conversation to a note in Dovetail