Create a deal in Pipedrive when a new conversation comes in to Intercom

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s Intercom: Settings → Integrations → Developer Hub → New app (for their own workspace, no review) → Authentication → copy the access token. The conversation trigger needs the app to be allowed to read conversations.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Intercom, for “A new conversation comes in”
2. Connect the client’s Pipedrive, for “Create a deal”