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Pipedrive + Intercom Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Pipedrive and Intercom, enabling you to effortlessly connect the two apps.

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Example integrations featuring Pipedrive and Intercom

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Automatically create Intercom tickets for lost Pipedrive deals

Have you ever found yourself in a situation where you have to create Intercom tickets manually for every lost deal in Pipedrive? This can be time-consuming, involving multiple clicks and repetitive entries, which can be quite frustrating. Moreover, relying on a manual process can delay identifying and resolving issues arising from lost deals. This can lead to missed opportunities to understand what went wrong and take corrective action to prevent similar problems in the future. With Relay, you can instantly create support tickets in Intercom for every lost deal, ensuring timely follow-ups and improved customer relations. In this guide, we’ll show you how to set this integration up in four easy steps so you can focus on what matters - closing deals and growing your business.

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Log Intercom tickets in Pipedrive as notes

One of the keys to a successful business is the convergence of customer support and sales collaboration. By utilizing the Relay automation tool to record customer queries and interactions in Intercom as detailed notes in Pipedrive, you can comprehensively understand the entire customer journey. This also facilitates seamless collaboration between customer support and sales teams, which is critical for success. This synchronization promotes a holistic view of customer interactions, enabling sales representatives to be better informed about ongoing customer support issues. Let us walk you through setting up this integration in four easy steps.

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Automatically create ticket in Intercom for each deal stage changed in Pipedrive

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Add activity to deal automatically in Pipedrive for each ticket created in Intercom

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Update ticket automatically in Intercom for each deal closed in Pipedrive

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Create your own Pipedrive + Intercom integration

Connect Pipedrive to Intercom

Select a trigger in Pipedrive

Select an action in Intercom

Create your playbook

Or, connect Intercom to Pipedrive

Select a trigger in Intercom

Select an action in Pipedrive

Create your playbook

Do more with Pipedrive and Intercom in Relay.app

Relay is a collaborative workflow automation platform that seamlessly integrates Intercom and Pipedrive, providing a powerful solution for businesses looking to streamline their customer communication and sales processes. By combining the functionalities of both apps, Relay offers a range of use cases that empower teams to automate repetitive tasks, personalize customer interactions, and improve overall efficiency.

Automate Lead Qualification

Integrating Intercom and Pipedrive with Relay enables businesses to automate lead qualification. By setting up workflows that trigger when a new lead is created in Intercom, Relay can automatically push the lead's details into Pipedrive, creating a new contact and initiating the sales process. This automation eliminates manual data entry and ensures that no lead falls through the cracks.

AI-driven Customer Communication

Relay's AI Autofill feature enhances customer communication by leveraging AI models like GPT. With this integration, businesses can use AI to automatically generate personalized email responses or support tickets based on customer inquiries. Pipedrive's contact and deal data can be seamlessly pulled into the AI model, allowing for dynamic and context-aware messaging.

Streamline Deal Management

Relay's double check automations enable teams to customize and verify deal information in Pipedrive before any critical actions are taken. By adding a human touch to the automation, businesses can ensure the accuracy of deal details, update missing information, or personalize email content based on real-time data. This collaboration between automation and human input ensures seamless deal management and increases the chances of closing deals.

Discover countless other integration possibilities with Relay and boost productivity across your organization. Try Relay for free and see how it can revolutionize your workflows and improve team collaboration.