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:
When this trigger fires in Intercom
Triggers when a User is tagged.
Then this action happens in Pipedrive
Creates a new deal.
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
First, we need to connect Intercom and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Intercom to Zapier.
Give Zapier access to your Intercom account, using Intercom credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Deal (Creates a new deal.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Intercom and Pipedrive.
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!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
Update a user within Intercom given their e-mail address.
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.
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Attach or remove a tag on a specific user.
Tags a user with an event that occurred.
Creates a new user in your Intercom app.
Pipedrive alternatives
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