1.Monitors new closed conversation
Integrate Intercom to detect closed conversation and route only qualifying tag-prefix events to capture activity signals.
Update CRM deal from closed conversation and log details
Automatically capture new closed conversations across Intercom and qualifying marketing-tag prefixes. Create and update deal details, log conversation activity, and register conversions in RD Station and your CRMβso you can stop manual reporting and deal follow-up.
How this automation updates your deal records from activity
When new closed conversation happens, missed context can leave deals uncredited and reports out of date. This automation enriches conversation data, logs it in Google Sheets, updates Pipedrive, and registers conversion eventsβso your team can track activity without chasing details.
Intercomor swap with your favorite app
2.Finds user for conversation
Integrate Intercom and customer data tools to look up the user record and map contact fields to enrich context.
3.Extracts latest tag and timestamps
Integrate Formatter by Zapier and timestamp formatting tools to extract the latest conversation tag and format date fields for reporting.
Formatter by Zapieror swap with your favorite app
4.Creates spreadsheet activity row
Integrate Google Sheets and spreadsheet reporting tools to create a row with tag, timestamps, permalink, and owner for tracking.
Google Sheetsor swap with your favorite app
5.Finds and updates the deal
Integrate Pipedrive and CRM lookup tools to find the deal by external identifier and update deal fields and owner.
Pipedriveor swap with your favorite app
6.Creates conversion event
Integrate RD Station and marketing analytics tools to register a conversion event with contact details, UTM fields, and tags.
RD Stationor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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