Microsoft Excel + Intercom
Create spreadsheets in Microsoft Excel for every new conversation on Intercom
Ensure your office productivity keeps on track with this dynamic workflow that links Intercom with Microsoft Excel. When a new conversation starts in Intercom, a spreadsheet is immediately created in Excel. This allows for efficient record-keeping and easy retrieval of client interactions. It's a perfect solution for those aiming to concentrate on customer engagement rather than spending time on manual data entry.
Ensure your office productivity keeps on track with this dynamic workflow that links Intercom with Microsoft Excel. When a new conversation starts in Intercom, a spreadsheet is immediately created in Excel. This allows for efficient record-keeping and easy retrieval of client interactions. It's a perfect solution for those aiming to concentrate on customer engagement rather than spending time on manual data entry.
- When this happens...New Conversation
Triggers when a new conversation is created by a user in Intercom.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Company
Triggers when a new Company is created.
Try It
Lead Converted to User
Triggers when a lead converts to a user.
Try ItContact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItNew 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).
Try ItNew Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try It
