Pipedrive + Zoho Forms + Intercom Integrations
How to connect Pipedrive + Zoho Forms + Intercom
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipedrive, Zoho Forms, and Intercom. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
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 ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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
The user you want to assign as a follower.
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
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 appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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 for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.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
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
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 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.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New 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 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.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Event NameRequired
The name of the event that occurred. This is presented to your App’s admins when filtering and creating segments. For example,
updated-plan.Metadata
Limited to max 5 key/value pairs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Select a company to tag. You can also select Custom Value from the dropdown to search for a company by the
Company ID.Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Specify the user you would like to tag or untag.
Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the User.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Created At
If you want the current datetime to be used, try entering "now".
User ID
A unique string identifier for the user.
Full Name
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use an
Email,ID, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
Company NameRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
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 Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
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
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
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.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.
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 appSubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
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 for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
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 for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
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 Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
The email address of the user you wish to add a note to.
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Specify the lead you would like to tag or untag.
Tag NameRequired
Attach a tag to a specific lead.
Untag?
If
Yesis selected, the tag will be removed from the Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
We will use this email and the User ID below, if provided, to look up the user in Intercom.io and update information from the fields below. If both email and User ID are provided, both must match an existing record for it to be found. If the user does not exist yet, we will create the user.
Full Name
User ID
A unique string identifier for the user. If provided, used as part of the search for existing users. If the User ID does not match the existing record with the email address specified above, a new user record will be created.
Company
Associates the user with a company in Intercom.
Unsubscribed From Emails
Phone Number
The phone number of the user.
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Intercom are located here https://developers.intercom.com/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Enter the name of the company you're trying to find.
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
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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How Pipedrive + Zoho Forms + Intercom Integrations Work
- Step 1: Authenticate Pipedrive, Zoho Forms, and Intercom.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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