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Dovetail + Pendo

Create new Dovetail persons when new Pendo report visitors appear

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.

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.

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

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

    TriggerScheduled
  2. automatically do this!
    DovetailDovetail
    Create Person

    Creates a new person in Dovetail.

    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.

Related categories