Intercom + Pipedrive
Create notes in Pipedrive for new Intercom conversations
Stay on top of new Intercom conversations by seamlessly connecting them with your Pipedrive CRM. With this workflow, whenever a new conversation starts in Intercom, a note will be created in Pipedrive, allowing you to easily track customer interactions and ensure timely follow-ups. Keep your sales team informed and enhance collaboration between customer support and sales with this efficient automation process.
Stay on top of new Intercom conversations by seamlessly connecting them with your Pipedrive CRM. With this workflow, whenever a new conversation starts in Intercom, a note will be created in Pipedrive, allowing you to easily track customer interactions and ensure timely follow-ups. Keep your sales team informed and enhance collaboration between customer support and sales with this efficient automation process.
- When this happens...New Conversation
Triggers when a new conversation is created by a user in Intercom.
- automatically do this!Create Note
Creates a new note.
- Free forever for core features
- 14 day trial for premium features & apps
Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Company
Triggers when a new Company is created.
Try It
Lead Converted to User
Triggers when a lead converts to a user.
Try ItContact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItNew Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Try ItNew Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try It
