Integrate Intercom with Pipedrive
Intercom is a powerful set of tools for better managing your company’s customer support system. It includes a help center with a feedback system, which you can use to focus future articles on the growing needs of your customers, and it also provides a robust conversation system that allows you to assign support teams to customers based on specific criteria (about the customer or discussion topic), rather than just based on availability. Intercom is designed to create a more effective customer support network by specifically tracking and targeting your customers’ needs.
Pipedrive creates a visual sales pipeline that allows businesses to better manage each stage of their deals. Additionally, Pipedrive provides detailed analytics that show how many deals are won and lost, what stages they are lost at, and how individual agents are performing based on various metrics.
Integrate Intercom With Pipedrive Today
Free 7-day trial. Easy setup. Cancel any time.
Intercom's End Points
Track the content of conversations and who is involved in them. This can be used to generate data about which topics customers are most concerned with so that you can further focus your support efforts accordingly.
Sort specific groups of users and companies that you are communicating with by creating an easily searchable tag that permeates all of your intercom databases, and you can use that tag to integrate other data about those groups throughout intercom.
Collect valuable customer data for your CRM, including basic contact info such as name, email address, and phone number but also more specific data, such as when they signed up, last signed in, and the tags associated with them.
Track the progress of your business relationship with companies (including a list of their users). Use that data to monitor how well your support network is meeting a company’s needs and how much of your overall revenue comes from each of the companies that are interacting with your business via intercom.
Automatically categorize users based on set criteria. Then Intercom can assign support teams based on that criteria, which allows you to more easily match customers with the support team members that can best assist them.
Pipedrive's End Points
Retrieve information - like deal ID, associated users, estimated timeline and expected revenue - about any deals that your company has engaged in. This will allow you to better gauge the profitability of individual deals or track deal trends throughout your sales history.
Add, track, or modify contacts that have begun their journey through your sales pipeline. You can see what deals are attached to a person, what organizations they belong to, and what activities are scheduled for that person. This information can help you decide the best course of action for moving that person along your sales pipeline and winning the deals you have with them.
Track products that your company is selling - by product name, price, or product code - or associate products with specific deals in your pipeline. This will give you a more detailed view of the revenue generated by specific products, allowing you to better prioritize them in your sales pipeline.
Fetch data about an activity that is scheduled in your pipeline. This could include things like the activity’s type, due date, and status, along with associated deals, contacts, and organizations. Then, use that data to track the progress and effectiveness of various activities that are being performed to help you win deals.
Get data about an organization that has deals in your pipeline, including the organization’s ID, associated persons, and related deals. This will allow you to track which organizations are delivering the most profitable deals and the best leads.