Create follow-up conversations in Intercom for new NPS, CES, or CSAT feedback in Simplesat

First, we need to connect Simplesat and Intercom to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Simplesat to Zapier.

  Give Zapier access to your Simplesat account, using Simplesat credentials.

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  Connect Intercom to Zapier.

  Give Zapier access to your Intercom account, using Intercom credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Simplesat

  Choose the following trigger: New Feedback (Triggers when new feedback is received.).

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  Then set up an Action for Intercom

  Choose this action: Find User (Finds an existing user.).

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  Then set up another Action for Intercom

  Choose this action: Send Incoming Message (Send a Message from a Contact into Intercom to create a new Conversation. Note: you must have a valid plan on Intercom to access this action.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Simplesat and Intercom.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create follow-up conversations in Intercom for new NPS, CES, or CSAT feedback in Simplesat!