Intercom + Pipedrive + ChatGPT (OpenAI)
Create notes in Pipedrive with lead enrichment from Intercom companies
Enhance your sales pipeline with enriched lead data. When a new company is added to Intercom, this Zap sends the details to ChatGPT for analysis and creates a note in Pipedrive with the AI-generated insights. Equip your sales team with the context they need to close deals more effectively.
Enhance your sales pipeline with enriched lead data. When a new company is added to Intercom, this Zap sends the details to ChatGPT for analysis and creates a note in Pipedrive with the AI-generated insights. Equip your sales team with the context they need to close deals more effectively.
- When this happens...
New CompanyTriggers when a new Company is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
ConversationSends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.
ActionWriteCreate a new record or update an existing record in your app. - then do this!
Create NoteCreates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when a Contact is updated in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Body
AuthorRequired
State
Parent Collection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event nameRequired
Created at
Contact identifier typeRequired
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket typeRequired
Contact IDRequired
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Reply TypeRequired
Reply BodyRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FromRequired
ToRequired
Message TypeRequired
BodyRequired
Subject
Template
Create Conversation Without Contact Reply?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
Full Name
User ID
Company ID
Unsubscribed From Emails
Phone Number
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Match TypeRequired
Conversation Status
Updated After
Updated Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Match TypeRequired
Ticket State
Updated After
Updated Before
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
Lead ID
Full Name
Email
Phone Number
Unsubscribed From Emails
Created At
IP Address
Custom Attributes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText to Be AnalyzedRequired
Info 1
Max Tokens
ModelRequired
Temperature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
Moderation ModelRequired
Text to be classifiedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Language of the Audio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unstructured TextRequired
ModelRequired
DescriptionRequired
Values to ExtractRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
PromptRequired
Info 3
Temperature
Maximum Length
Stop Sequences
Top P
Frequency Penalty
Presence Penalty
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
TextRequired
VoiceRequired
Response Format
Speed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Purpose
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filename To Search ForRequired
File Purpose To Search For
ActionThis is an event a Zap performs.SearchFind existing data in your appName To Search ForRequired
Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Pin note to organization
Lead
Pin note to lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time Use combined date and time field
Duration
Free or busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
PersonRequired
Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Mark as done
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free or Busy
Note
Public description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search type
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation Rating
Triggers when a conversation receives a rating.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new Ticket is created in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UpdatesRequired
Update sample
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact identifier typeRequired
Tag selection method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact TypeRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Association Note
CompanyRequired
Warning
Name
Website
Size
Monthly Revenue
Plan
Industry
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact identifier typeRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Identifier
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Tag NameRequired
Untag?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Title
Description
State
Is Open
Snoozed Until
Assigned Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Created At
User ID
Full Name
IP Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Mode
Search Value
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Mode
Search Value
User Association Note
Company NameRequired
Plan
Size
Website
Industry
Custom Attributes
Monthly Revenue
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMessage
ImageRequired
Max Tokens
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User MessageRequired
ModelRequired
Memory Key
Info 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be ClassifiedRequired
CategoriesRequired
Info 1
Max Tokens
ModelRequired
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Assistant
Assistant Name
Assistant Instructions
Model
Tools
Conversation ID
New Files
Existing Files
Response Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
New Files
Existing Files
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PromptRequired
Model
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be SummarizedRequired
Info 1
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Temperature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient NameRequired
Recipient EmailRequired
From NameRequired
Email PromptRequired
ToneRequired
Body TypeRequired
Info 3
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name To Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
DocumentsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilename To Search ForRequired
File Purpose To Search For
FileRequired
Purpose
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDeleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Enable product
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time field?
Duration
Free or Busy
Note
Public description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Name
Emails
Phones
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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