Following Up a New Trial Lead Through Intercom

Add new Intercom leads to your CRM.

About this template

When you receive a new Intercom lead, use this journey to send them to your preferred CRM and a welcome SMS!
Tags: Customer Acquisition, Pipedrive Marketing, Lead Generation, Intercom Marketing, and SMS Marketing
Integrations: Intercom, Salesforce, 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

New Intercom Lead
Add any new Intercom lead to a journey.

Actions

Add Salesforce Task
Create a contextual Salesforce task.
Send Email
Send a contact a personalized marketing or transactional email.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.

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What’s Autopilot? Watch this video to learn more.