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Dovetail + Pendo

Create insights in Dovetail when new accounts appear in Pendo reports

Easily stay informed about account activities in Pendo by automatically creating insights in Dovetail. With this workflow, whenever an account in the report is updated in Pendo, a new insight will be added to a selected project in Dovetail. Simplify your data analysis process and ensure that crucial information from Pendo is seamlessly sent to Dovetail for further examination.

Easily stay informed about account activities in Pendo by automatically creating insights in Dovetail. With this workflow, whenever an account in the report is updated in Pendo, a new insight will be added to a selected project in Dovetail. Simplify your data analysis process and ensure that crucial information from Pendo is seamlessly sent to Dovetail for further examination.

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

    Triggers when an account matches a segment specified in a report.

    TriggerScheduled
  2. automatically do this!
    DovetailDovetail
    Create Insight

    Creates a new insight in a Dovetail project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Account ReportRequired

    Trigger
    Scheduled
    Try It
  • Dovetail triggers, actions, and search

    Updated Project

    Triggers when a project is updated.

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Title

    • Content

    • Analyze sentiment

    • Append content if note exists

    Action
    Write
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About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
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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.

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