How to automatically create Intercom tickets for lost Pipedrive deals

Add the Pipedrive trigger to initiate your playbook's actions.

To do this, click "Add trigger" in your playbook. Select the "Deal lost" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly changed payments and trigger necessary actions automatically.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.

Integrate the Intercom automation into your playbook to ensure you an instant generation of tickets if a deal is lost in Pipedrive.

Select "Add Step" and then search for the "Create ticket" automation for Intercom. Fill in all the relevant details, including the ticket type, contact, description, and reproducible or not.

If you still need to connect your Intercom account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to create tickets through your Intercom account.

Activating your playbook is the last step to automate the loss of deal tickets to Intercom. Once you turn it on, the playbook automatically creates Intercom tickets for lost Pipedrive deals without manual intervention.

To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.