Pipedrive + Intercom + SurveyMonkey integration

Use Autopilot to create journeys that use the Pipedrive, Intercom and SurveyMonkey integrations.

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Marketing Automation ideas to integrate Pipedrive, Intercom and SurveyMonkey.

Add Intercom Tag to Send SurveyMonkey Survey to Update Pipedrive Deal Stage

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New Intercom Lead to Send SurveyMonkey Survey to Update Pipedrive Deal Stage

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Add Intercom Tag to Send SurveyMonkey Survey to Add Pipedrive Deal

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Add Intercom Tag to Send SurveyMonkey Survey to Assign Pipedrive Person Owner

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New Intercom User to Assign Pipedrive Person Owner to Send SurveyMonkey Survey

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Intercom Tag to Update Pipedrive Person Field to Send SurveyMonkey Survey

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New Intercom User to Check Pipedrive Person Field to Send SurveyMonkey Survey

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Intercom Tag to Send SurveyMonkey Survey to Add Pipedrive Deal

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New Intercom Lead to Check Pipedrive Deal Stage to Send SurveyMonkey Survey

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Add Intercom Tag to Update Pipedrive Person Field to Send SurveyMonkey Survey

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Add Intercom Tag to Schedule Pipedrive Activity to Send SurveyMonkey Survey

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New Intercom Lead to Check Pipedrive Person Field to Send SurveyMonkey Survey

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New Intercom User to Update Pipedrive Deal Stage to Send SurveyMonkey Survey

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Intercom Tag to Update Pipedrive Deal Stage to Send SurveyMonkey Survey

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Intercom Tag to Assign Pipedrive Person Owner to Send SurveyMonkey Survey

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Intercom Tag to Add Pipedrive Deal to Send SurveyMonkey Survey

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New Intercom User to Send SurveyMonkey Survey to Update Pipedrive Person Field

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Add Intercom Tag to Check Pipedrive Deal Stage to Send SurveyMonkey Survey

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Intercom Tag to Check Pipedrive Person Field to Send SurveyMonkey Survey

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New Intercom Lead to Send SurveyMonkey Survey to Update Pipedrive Person Field

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Showing 20 journey ideas for Pipedrive, Intercom and SurveyMonkey

About the Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About the Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

About the SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Intercom integration and the SurveyMonkey integration.

Journey Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal Stage
Update the stage of the latest deal associated with a contact.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Pipedrive, Intercom and SurveyMonkey.