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Acquiring new customers is always a win for your business! But the real challenge—and the real reward—lies in keeping them satisfied and loyal over the long haul. It's absolutely essential to make sure they don't drift away to your competitors!
And the great news is that you can achieve this by getting your customer service and support teams to deliver outstanding experiences around the clock. If you're already using Intercom to manage tickets and maintain real-time communication with your customers, you're already on the right track!
However, to truly maximize the benefits of Intercom, it's essential to integrate it seamlessly with the other tools you use to run and expand your business. With Albato's powerful automations, you can streamline processes like routing tickets to the right teams, collecting customer feedback, and even using AI to analyze conversations. Let's dive into how you can do this!
Make a connection
Before setting up automations with Intercom, connect the app to Albato.
- Log in to your account on our platform.
- Go to the Apps section and click Add a connection.
- Search for Intercom, click the app icon, and click Add a connection again.
- Name your connection and click Continue.
- Tap the Grant Access button to authorize the connection.
- Sign in to your Intercom account in a new pop-up window.
- Click the Authorize access button to connect your account in the application to Albato.
- Once connected, you’ll see a green checkmark confirming Connection successfully created.
Create conversations automatically
Your team wants to follow up with customers who provided feedback in a recent survey via Google Forms. Using Albato, you can automatically create a conversation in Intercom for each customer who submits a survey response, prompting your team to reach out and address their feedback personally.
How to do it: Set up an Albato automation that triggers the "Create a conversation" action when a new survey response is received.
Tag users based on activity
To segment your users better, you want to tag those who frequently engage with your support team. Albato can automate this by adding specific tags to contacts based on their interaction history with Intercom, helping you to segment and target your users more effectively.
How to do it: Tag users in Intercom when they engage with your email campaigns in Mailchimp
Update user or lead information
Keep your CRM up-to-date by ensuring that any changes in user or lead information in Intercom are automatically reflected across your systems. For instance, if a user updates their contact details in Intercom, Albato can ensure these changes are mirrored in your CRM, such as Salesforce or HubSpot.
How to do it: Set up an Albato automation using the "Update user/lead" action to sync updates between Intercom and your CRM.
Create and manage companies
When new companies sign up for your service via Stripe, you need to create corresponding entries in Intercom to track their interactions. Albato can automate this process by creating a company profile in Intercom whenever a new company is added to your Stripe database.
How to do it: Use the "Create company" action in Albato to automatically generate company profiles in Intercom based on new entries in Stripe.
Create and Manage Leads
Example: When new potential customers fill out a lead capture form on your website, you need to ensure they are promptly added to Intercom for follow-up. Albato can automate this by creating new user or lead profiles in Intercom whenever a form is submitted.
How to do it: Use the "Create user/lead" action in Albato to automatically add new leads from various sources to Intercom.
Conclusion
Integrating Intercom with Albato can significantly enhance your customer support operations by automating repetitive tasks, ensuring seamless data flow, and providing valuable insights. With these automations, you can focus more on delivering exceptional customer experiences and less on manual processes.
Start automating today with Albato, and watch your customer satisfaction soar!
