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Pipedrive + Intercom Integrations

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Connect Pipedrive to Intercom
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Pipedrive + your other apps
Intercom + your other apps
Related blog posts
FAQ

Pipedrive + Intercom integrations

Pipedrive > Intercom

Trigger

Last triggered

Deal stage changed

Create ticket

Overview

Connect Pipedrive to Intercom in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Pipedrive, Intercom, and many other popular SaaS applications.

Check below for example workflows using Pipedrive and Intercom, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Pipedrive and Intercom integrations in Relay.app

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Preview of Use Relay.app's Intercom integrations to trigger actions across your apps

Preview of Use any of these Intercom actions in your Relay.app workflows

Preview of Add any Intercom action to your workflow

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Use Relay.app's Intercom integrations to trigger actions across your apps

Use any of these Intercom actions in your Relay.app workflows

Add any Intercom action to your workflow

Example Pipedrive + Intercom workflows

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Create a new ticket in Intercom whenever a project phase is changed in Pipedrive

Set up an automation to create a ticket in Intercom every time a project phase in Pipedrive changes, ensuring constant communication and issue tracking. This guide walks through connecting Pipedrive changes to Intercom ticket creation.

Try it

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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 an

Try it

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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

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

Try it

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

Try it

Inspirational workflows

Visit the template gallery ➔

Calendly Discovery to CRM Process

Pipedrive Triggers

Activity

add

Activity added

Deal

edit

Deal changed

payments

Deal closed

target

Deal first meets conditions

payments

Deal lost

conversion_path

Deal stage changed

payments

Deal won

add

New deal added

Lead

add

Lead added

Organization

add

New organization added

edit

Organization changed

target

Organization first meets conditions

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Product

add

New product added

edit

Product changed

target

Product first meets conditions

Project

add

Project added

conversion_path

Project phase changed

task_alt

Project status changed

Intercom Actions

Admin

Find admin(s)

Company

library_add

Create or update company

Find company(ies)

Contact

add_comment

Add note to contact

new_label

Add tag to contact

add_box

Attach contact to company

add

Create contact

library_add

Create or update contact

remove_done

Detach contact from company

Find contact(s)

label_off

Remove tag from contact

edit

Update contact

Conversation

add_comment

Add note to conversation

new_label

Add tag to conversation

done

Close conversation

add

Create conversation

Find conversation(s)

label_off

Remove tag from conversation

Reply to conversation

send

Send message to contact

edit

Update conversation

Ticket

forum

Add note to ticket

new_label

Add tag to ticket

bug_report

Convert conversation to ticket

add

Create ticket

Find ticket(s)

label_off

Remove tag from ticket

forum

Reply to ticket

edit

Update ticket

Intercom Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Conversation

edit

Conversation changed

target

Conversation first meets conditions

add

New conversation added

Ticket

add

New ticket added

edit

Ticket changed

target

Ticket first meets conditions

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Pipedrive + Intercom integration

Select a trigger in Pipedrive

Select an action in Intercom

Create your workflow

Or automate Intercom + Pipedrive

Select a trigger in Intercom

Select an action in Pipedrive

Create your workflow

Connect Pipedrive to your other apps

Or connect Intercom to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Pipedrive to Intercom with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Pipedrive or Intercom to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Pipedrive and Intercom to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Pipedrive to Intercom?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to Intercom that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and Intercom—give it a try and let us know what you think.

See why people love Relay.app

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via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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