Nectar Desk integration with Intercom
How to Add notes to Intercom users after calls are completed in Nectar Desk
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add notes to Intercom users after calls are completed in Nectar Desk" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Nectar Desk integrations
Nectar Desk actions
Nekton can use any feature that is available in Nectar Desk API.
Using our advanced AI, you can easily create custom automations for Nectar Desk.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a Contact under CRM -->> Contacts
Call Completed
This Trigger is activated once Call is completed with Nectar Desk Platform
About Nectar Desk
Nectar Desk is a multi-channel communication platform for Sales teams, Support teams and Call Centers