Pipedrive + Zendesk + Intercom integration
Use Autopilot to create journeys that use the Pipedrive, Zendesk and Intercom integrations.
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Marketing Automation ideas to integrate Pipedrive, Zendesk and Intercom.
Pipedrive Deal Status Match to Add Pipedrive Note to Submit New Zendesk Ticket
Add Intercom Tag to Zendesk Ticket Status to Assign Pipedrive Person Owner
Person Field Match to Submit New Zendesk Ticket to Update Pipedrive Deal Field
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Schedule Pipedrive Activity
Intercom Tag to Zendesk Ticket Status to Update Pipedrive Person Field
Intercom Tag to Submit New Zendesk Ticket to Add Pipedrive Note
Add Intercom Tag to Zendesk Ticket Status to Add Pipedrive Note
New Intercom Lead to Zendesk Ticket Status to Update Pipedrive Deal Field
Intercom Tag to Zendesk Ticket Status to Schedule Pipedrive Activity
New Intercom User to Zendesk Ticket Status to Schedule Pipedrive Activity
Pipedrive Deal Stage Match to Zendesk Ticket Status to Update Pipedrive Person Field
New Intercom Lead to Check Pipedrive Deal Stage to Submit New Zendesk Ticket
Pipedrive Deal Status Match to Submit New Zendesk Ticket to Update Pipedrive Deal
Submits New Zendesk Ticket to Zendesk Ticket Status to Assign Pipedrive Person Owner
New Intercom User to Check Pipedrive Deal Field to Submit New Zendesk Ticket
Pipedrive Deal Status Match to Zendesk Ticket Status to Schedule Pipedrive Activity
New Intercom Lead to Zendesk Ticket Status to Schedule Pipedrive Activity
New Intercom User to Assign Pipedrive Person Owner to Submit New Zendesk Ticket
New Intercom Lead to Zendesk Ticket Status to Add Pipedrive Note
Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Submit New Zendesk Ticket
Showing 20 journey ideas for Pipedrive, Zendesk and Intercom
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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Zendesk integration and the Intercom 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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.
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.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Journey Actions
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
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.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for 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, Zendesk and Intercom.
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