Dovetail + Intercom
Create Dovetail notes for Intercom conversations
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.
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.
- When this happens...New 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).
- automatically do this!Create Note
Creates a new note in a Dovetail project.
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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
