- How to keep track of your Intercom tickets in Google Sheets
- 1. Create your playbook and set the Intercom trigger as "New ticket created"
- 2. Add the "Add row to sheet" in Google Sheets automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Intercom and Google Sheets
- Related blog posts
- More how-to guides featuring Intercom and Google Sheets
How to keep track of your Intercom tickets in Google Sheets
Create your playbook and set the Intercom trigger as "New ticket created"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "New ticket created" under Intercom. Then, select the ticket type. This will allow your playbook to automatically detect the newly created ticket in Intercom and initiate necessary actions.
If this is your first time using a Intercom integration in Relay.app, a prompt will guide you through the connection process.
Add the "Add row to sheet" in Google Sheets automation
Integrate the Google Sheets automation into your playbook to ensure the prompt addition of a new row in Google Sheets for each new ticket added in Intercom.
Click the "Add step" button, then locate the "Add row to sheet" automation for Google Sheets and input the mandatory and relevant details.
If your Google Sheets account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Sheets account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new row in Google Sheets. Once turned on, it will respond whenever a new ticket is added in Intercom by adding a new row in Google Sheets without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.