If you offer a digital product like an app or platform, chances are you'd give almost anything to know how your customers are really using your tool. To get those insights, you might use a tool like Pendo, an all-in-one analytics, tracking, and feedback app designed to help you understand your users better.
But "data and analytics" can be an intimidating string of words for a lot of people. Unless you're a product expert, you probably want to digest information in a more familiar way, like a spreadsheet or email. You also want to minimize the context switching of hopping from app to app constantly.
That's why connecting Pendo to your other apps is so crucial—it helps you make data available to people across your organization in a way that makes sense for them. With Zaps—Zapier's automated workflows—you can connect Pendo with your business-critical apps. Here's how.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Get notifications for new Pendo activity
You might want to give a specific person or team really granular insight into your users, including when there's a new visitor in a Pendo report. Instead of having your team constantly check Pendo, you can set up a Zap to automatically alert them wherever they like to get notifications—whether that's Slack, Microsoft Teams, or their email inbox.
For new visitors
Set up a Zap to automatically alert your team of every new visitor—along with related metadata like first visit date or email. Alternatively, you can create a Zap that notifies just one person via Slack direct message (DM).
Send channel messages in Slack for new visitors in Pendo reports
Often it’s helpful to be notified of new Visitors in Slack so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new visitors and additional metadata (i.e. First Visit Date, Associated Account, Email, etc.) from Pendo reports and automatically send channel messages in Slack in your company’s Slack instance.
This integration makes it easy to automatically email new visitors (ie. send a welcome letter, message inactive users, adoption campaigns, etc.) seen in Pendo reports. Select Pendo visitor reports when setting up this integration to send new visitors emails. Be sure to pull in email metadata fields in Pendo reports if you don’t use it as visitors ID.
This integration makes it easy to automatically email new visitors (ie. send a welcome letter, message inactive users, adoption campaigns, etc.) seen in Pendo reports. Select Pendo visitor reports when setting up this integration to send new visitors emails. Be sure to pull in email metadata fields in Pendo reports if you don’t use it as your visitor ID.
Often it’s helpful to be notified of new visitors in Microsoft Teams so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new visitors and additional metadata (i.e. First Visit Date, Associated Account, Email, etc.) from your Pendo reports and automatically send new messages to specific channels in your company’s Microsoft Teams instance.
Stay on top of your Pendo visitor reports and ensure timely communication with this automation. When a new Visitor in Report event occurs in Pendo, this workflow sends a personalized email through Microsoft Outlook to relevant recipients. No more manual work needed - simply let the seamless integration between Pendo and Outlook handle your report-related communications.
Often it’s helpful to be notified of new accounts in Slack so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new accounts and additional metadata (i.e. First Visit Date, Plan Type, Assigned Customer Success Manager, etc.) from Pendo reports and automatically send Slack messages to specific channels in your company’s Slack instance.
Stay on top of your Pendo reports and ensure timely communication with this smooth workflow. Whenever a new account shows up in your Pendo report, an outbound email will be efficiently dispatched through the Email by Zapier app. This way, you can quickly relay important information, updates, or notifications, enhancing your email management and responsiveness.
Often it’s helpful to be notified of new accounts in Microsoft Teams so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new accounts and additional metadata (i.e. First Visit Date, Plan Type, Assigned Customer Success Manager, etc.) from Pendo reports and automatically send new messages to specific channels in your company’s Microsoft Team instance.
Even though they may feel a bit uncool, spreadsheets are a great way to track and manipulate data—especially in a cloud-based tool like Google Sheets or the Microsoft 365 version of Excel, which track changes in real-time. They're also easy to access. If you're using Google Workspace or Microsoft 365, anyone can find and use data stored in a spreadsheet.
Rather than manually copying and pasting data between tools—which can easily lead to mistakes or missed info—use a Zap to automatically connect them.
Create Google Sheets spreadsheet rows from new visitors in Pendo reports
If you want them to be successful, you need to arm your sales and marketing teams with the most up-to-date user data. But keeping data consistent and reliable across apps like Pendo and your CRM gets increasingly difficult as your business scales.
Instead of updating that information manually, you can use a Zap to automatically send Pendo data to your CRM. That way, your leads stay fresh and accurate, and your teams can immediately leverage user insights to drive strategy.
Add new Pendo visitors to HubSpot contact lists from reports
Stay on top of your customer interactions with this seamless workflow between Pendo and HubSpot. Whenever a visitor appears in a Pendo report, this automation will add them as a contact to a specified list in your HubSpot account. Save time and ensure your marketing efforts are tailored to your most relevant audience, without any manual effort.
Effortlessly keep your HubSpot contacts up to date with this Pendo and HubSpot integration. Whenever a visitor appears in a Pendo report, this workflow will automatically create or update a contact in HubSpot, ensuring your contact list stays current and organized without any manual effort. Stay focused on your core tasks knowing that your contact data is always accurate and well-maintained.
Improve your CRM's data reliability by connecting your Pendo and Salesforce apps. When a new visitor report appears in Pendo, it triggers the creation of a corresponding record in Salesforce. This process reduces the need for manual data input, enhancing the overall accuracy of your data. With this workflow, your team stays updated with user behaviours and trends, utilizing the insights gained from Pendo reports to drive actionable strategies.
This workflow instantly updates your Marketo leads whenever a visitor is recorded in your Pendo report. By connecting Pendo with Marketo, you can seamlessly manage your leads, ensuring no potential client goes unnoticed. This automation not only saves you time but also empowers you to engage more efficiently with your prospects.
When a visitor appears in your Pendo report, get them instantly added or updated in your Mailchimp subscribers list. This straightforward automation effectively enables real-time communication, ensuring your new Pendo user data is seamlessly integrated with your Mailchimp email campaigns. It's an efficient way to maintain consistency and reliability of your marketing efforts, enhancing your target audience reach.
User data is one of the most valuable assets you can give your customer support and product teams. It's crucial for them to know what users are enjoying—and where they're struggling—so they can offer tailored support and invest in the right product improvements.
But user data is also one of the most ever-changing aspects of your business, so keeping your support and product tools up-to-date can be a real challenge.
Instead of relying on manual data entry or bulk exports to move data, you can set up a Zap that automatically pushes Pendo data into the tools your sales and product teams use every day.
Create Productboard notes for new Pendo report visitors
Effortlessly keep track of user insights with this Pendo to Productboard workflow. When a visitor is added to a report in Pendo, a note is created in Productboard, ensuring all valuable feedback is stored in one place. Stay organized and informed while constantly improving your product based on user experiences.
Easily track and manage your Pendo visitor reports with this handy workflow. When a new visitor appears in your Pendo reports, it will promptly create a new person in Dovetail, thereby ensuring no important data falls through the cracks. Implement this workflow and make data organization and tracking an effortless task.
When a new visitor appears in your Pendo reports, this workflow ensures that a note is immediately generated in Dovetail. This integration helps you to swiftly document every visitor interaction, making it easier to track user behavior and preferences effectively. Reduce manual data entries and enhance your team's productivity by ensuring all visitor reports are readily accessible for analysis in Dovetail.
This workflow seamlessly enhances your customer service system. When a visitor event is spotted in Pendo, it instantly generates a new ticket in Zendesk. This automation streamlines the process, ensuring no visitor issue or query goes unnoticed and promptly addressed, enhancing overall customer experience. Perfect for organizations wishing to boost responsiveness and improve customer relations.
Boost your customer support efficiency with this workflow that connects Pendo and Help Scout. When a new visitor appears in a Pendo report, a conversation will be created in Help Scout, ensuring your support team can quickly address any issues or inquiries. Keep your customers happy and engaged by streamlining your support processes with this seamless integration.
When your business relies on selling a digital product, you want to encourage users to use your app as much as possible. A great way to encourage adoption and use is to gamify the user experience by marking out user milestones and celebrating or rewarding users when they pass those milestones.
You can use a Zap to easily notify customers when they've hit a usage milestone. Just connect Pendo with an email service like SendGrid, and Zapier can automatically send them a fun chart illustrating their product usage.
Send SendGrid emails with Image-Charts line charts from new Pendo product usage stats
You want to let users know when they’ve reached different product use milestones so they see progress and feel connected with your product. This Zapier template does that seamlessly, sending a SendGrid email once a user hits a predetermined usage metric in Pendo. Image-Charts will create a line chart that will be included in the email. Keep your users engaged without a struggle.
You want to let users know when they’ve reached different product use milestones so they see progress and feel connected with your product. This Zapier automation does that easily, sending an email with Sendinblue once an account is added to a predetermined report in Pendo. Image-Charts will generate a line chart that will be included in the email. Keep your users up-to-date with the progress in a way that’s pain-free for you.
Pendo is a great tool for gaining insights into how real users interact with your product—so why not make that data even more accessible? With Zapier, you can connect Pendo to the apps your team uses every day. Not only can automation make it easier to find user info, but it can also make it easier to apply user insights to everything from individual support interactions to your marketing strategy.
And this is just the start of what you can do with Pendo and Zapier. What will you automate first?
