Best answer

How to create a Pipedrive note of an Intercom conversation transcript

  • 3 August 2022
  • 1 reply

Hi !


I am trying to create a zap that will post an Intercom conversation transcript as a note in the relevant Pipedrive deal.

So say we have a conversation with a customer in Intercom and the conversation gets closed. I would like that this conversation gets added as a note in the customer’s Pipedrive deal.


Any idea how to do this ?


Thanks a lot !


Best answer by christina.d 4 August 2022, 00:21

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Userlevel 7
Badge +9

Hey there, thanks so much for reaching out! Welcome to the Community! 🎉

I took a quick peek and it looks like this should be doable! A rough outline might look like:

  1. Trigger - New Closed Conversation - Intercom
  2. Action - Find Deal - Pipedrive
  3. Action - Create Note - Pipedrive

Keep us posted if this works out for you! 🤗