Assign qualified leads from Intercom to Pipedrive and follow up

Assign qualified leads from Intercom conversations to Pipedrive and automatically follow up.

About this template

Using this journey you can use tags in Intercom to start a journey. In this example if a person on your team identifies a qualified lead, by applying a simple tag they can automatically assign it to a sales person in Pipedrive and the outreach is automated.
Tags: Customer Acquisition, Software as a Service (SaaS), B2B Marketing, Lead Generation, and Pipedrive Marketing
Integrations: Intercom, Pipedrive

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey

Triggers

Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

Actions

Send Email
Send a contact a personalized marketing or transactional email.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.

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