LiveChat + Pipedrive Integration

Use Autopilot to automate and integrate LiveChat and Pipedrive.

Marketing Automation ideas to integrate LiveChat and Pipedrive

LiveChat Tag to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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LiveChat Tag to Check Pipedrive Person Field to Assign Salesforce Lead to Group

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LiveChat Tag to Update Pipedrive Person Field

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LiveChat Tag to Update Pipedrive Person Field

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LiveChat Tag to Check Email Status to Add a Pipedrive Deal

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LiveChat Tag to Schedule Pipedrive Activity

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LiveChat Tag to Send Delighted NPS Survey to Assign Pipedrive Person Owner

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LiveChat Tag to Check Email Status to Assign Pipedrive Person Owner

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LiveChat Tag to Schedule Pipedrive Activity

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LiveChat Tag to Schedule Pipedrive Activity

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LiveChat Tag to Add a Pipedrive Deal

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LiveChat Tag to Add a Pipedrive Deal to Update Salesforce Field

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LiveChat Tag to Send Delighted NPS Survey

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LiveChat Tag to Add a Pipedrive Deal to Assign Salesforce Lead to Group

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LiveChat Tag to Assign Salesforce Lead to Group to Assign Pipedrive Person Owner

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LiveChat Tag to Send Delighted NPS Survey

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LiveChat Tag to Add a Pipedrive Deal to Update Salesforce Field

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LiveChat Tag to Add a Pipedrive Deal

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LiveChat Tag to Schedule Pipedrive Activity

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LiveChat Tag to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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Showing 20 of 428 Marketing Automation ideas using Autopilot's LiveChat and Pipedrive integration.

About LiveChat

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

About Pipedrive

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in LiveChat integration.

Triggers

LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
Person Field Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.

Conditions

Check Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.

Actions

Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like LiveChat and Pipedrive.