Intercom
Pipedrive
zapier

An automated workflow using zapier

Connects Intercom + Pipedrive

Create Pipeline deals for new tagged Intercom users

About this workflow template

This automation scenario allows you to connect Intercom and Pipedrive

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Intercom and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Create Pipeline deals for new tagged Intercom users
Workflow diagram: Intercom + Pipedrive integration

How it works?

When this trigger fires in Intercom

Intercom

Tag Added to User in Intercom

Triggers when a User is tagged.

Then this action happens in Pipedrive

Pipedrive

Create Deal in Pipedrive

Creates a new deal.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Pipeline deals for new tagged Intercom users.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Intercom to Zapier.

    Connect Intercom to Zapier.

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

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

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

Part II

Build an integration workflow

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

  • Set up a Trigger action for Intercom

    Set up a Trigger action for Intercom

    Choose the following trigger: Tag Added to User (Triggers when a User is tagged.).

  • Then set up an Action for Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Deal (Creates a new deal.).

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Intercom and Pipedrive.

  • Test the workflow and turn it on for production use

    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 Pipeline deals for new tagged Intercom users!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

    zapierautomateiopabbly-connectpipedreamiftttalbato
    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    zapier
    triggerbyzapier
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Intercom

    Create/update user

    Update a user within Intercom given their e-mail address.

    zapier
    actionbyzapier
  • Intercom

    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.

    zapierpipedream
    actionbyzapierpipedream
  • Intercom

    Create/update lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

    zapier
    actionbyzapier
  • Intercom

    Add/remove tag on user (legacy)

    Attach or remove a tag on a specific user.

    zapier
    actionbyzapier
  • Intercom

    Add event (legacy)

    Tags a user with an event that occurred.

    zapier
    actionbyzapier
  • Intercom

    Create user

    Creates a new user in your Intercom app.

    zapier
    actionbyzapier

Apps you need

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