Dovetail + Pendo

Create notes in Dovetail when new visitors appear in Pendo reports

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.

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.

  1. When this happens...
    PendoPendo
    Visitor in Report

    Triggers when a visitor matches a segment specified in a report.

    TriggerPolling
  2. automatically do this!
    DovetailDovetail
    Add Data to Project

    Adds data to an existing project.

    ActionWrite
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Supported triggers and actions

    • Report IDRequired

    Trigger
    Polling
    Try It
    • ChannelRequired

    • TextRequired

    • TimestampRequired

    • Source Title

    • Source URL

    • Custom fields

    Action
    Write
    • ProjectRequired

    • Title

    • Content

    • Append content if data exists

    Action
    Write
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About Dovetail

Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source of truth for customer knowledge.
Learn more

Related categories

  • Project Management
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About Pendo

Pendo is an extension of your product that captures user behavior, gathers feedback, and guides users.
Learn more

Related categories

  • Analytics