1.Detect deal enters configured filter
Integrate Pipedrive and CRM filters to watch for deals that match your configured filter to start the lead update flow.
Update lead profile with untriaged deal details instantly
Automatically detect deals entering a configured filter across Pipedrive and Intercom. Update lead profiles when deals match criteria, deal status changes, or deal pipeline markers shiftβso you can map contact details, resolve pipeline names, and update custom attributes without manual CRM data entry.
How this automation updates lead profiles instantly
When a deal enters a configured filter, manual work can delay lead updates and create stale CRM context. This automation maps deal fields, enriches pipeline names, and updates Intercom lead profilesβso your team can keep follow-up aligned.
Pipedriveor swap with your favorite app
2.Maps deal reference fields
Integrate Pipedrive and pipeline mapping to map deal id, pipeline id, stage id, last activity, and source markers to workflow variables.
3.Finds linked person details
Integrate Pipedrive and contact lookup tools to find a person by linked person id and prepare name, email, and phone variables.
4.Converts pipeline id to name
Integrate Formatter by Zapier and lookup tables to convert pipeline id into a readable pipeline name for the lead update.
Formatter by Zapieror swap with your favorite app
5.Updates matching lead profile
Integrate Intercom and lead attribute fields to find the lead by person id or email and update custom attributes with deal details.
Intercomor swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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