Pipedrive + Custom Fields Integration

Use Autopilot to automate and integrate Pipedrive and Custom Fields.

Marketing Automation ideas to integrate Pipedrive and Custom Fields

Pipedrive Deal Status Changed to Check Field to Add to List

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Field Changed to Add a Pipedrive Deal

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Pipedrive Deal Status Changed to Update Field

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Field Changed to Has Submitted Typeform to Add a Pipedrive Deal

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Field Changed to Create Salesforce Opportunity to Assign Pipedrive Person Owner

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Field Changed to Update Pipedrive Deal Stage to Create Salesforce Opportunity

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Field Changed to Add a Pipedrive Deal

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Pipedrive Deal Stage Changed to Update Field

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Field Changed to Update Pipedrive Deal Stage

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Pipedrive Deal Stage Changed to Create Salesforce Opportunity

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Field Changed to Add Salesforce Task to Add a Pipedrive Deal

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Field Changed to Assign Pipedrive Person Owner

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Field Changed to Check Field to Add a Pipedrive Deal

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Field Changed to Schedule Pipedrive Activity

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Field Changed to Add a Pipedrive Deal

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Form Submitted to Check Field to Update Pipedrive Deal Stage

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Field Changed to Schedule Pipedrive Activity

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Pipedrive Deal Status Changed to Update Field

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Removed From List to Schedule Pipedrive Activity to Update Field

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Pipedrive Deal Status Changed to Check Field to Update Pipedrive Person Field

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Showing 20 of 1188 Marketing Automation ideas using Autopilot's Pipedrive and Custom Fields integration.

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.

About Custom Fields

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Pipedrive integration.

Triggers

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.
Field Changed
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Update Field
Update a field to a specific value.

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 Pipedrive and Custom Fields.