Pipedrive + Email + Custom Fields integration

Use Autopilot to create journeys that use the Pipedrive, Email and Custom Fields integrations.

Marketing Automation ideas to integrate Pipedrive, Email and Custom Fields.

Person Field Match to Check Email Status to Update Field

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Person Field Match to Send Email to Update Field

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Person Field Match to Update Field to Send Email

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Person Field Match to Check Field to Send Email

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Pipedrive Deal Stage Match to Check Email Status to Update Field

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Pipedrive Deal Stage Match to Send Email to Update Field

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Pipedrive Deal Stage Match to Update Field to Send Email

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Pipedrive Deal Stage Match to Check Field to Send Email

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Pipedrive Deal Status Match to Check Email Status to Update Field

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Pipedrive Deal Status Match to Send Email to Update Field

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Pipedrive Deal Status Match to Update Field to Send Email

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Pipedrive Deal Status Match to Check Field to Send Email

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Email Activity to Add Pipedrive Deal to Update Field

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Email Activity to Update Pipedrive Deal Stage to Update Field

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Email Activity to Check Pipedrive Person Field to Update Field

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Email Activity to Schedule Pipedrive Activity to Update Field

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Email Activity to Check Pipedrive Deal Stage to Update Field

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Email Activity to Assign Pipedrive Person Owner to Update Field

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Email Activity to Update Pipedrive Person Field to Update Field

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Email Activity to Update Field to Add Pipedrive Deal

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Email Activity to Update Field to Update Pipedrive Deal Stage

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Email Activity to Update Field to Schedule Pipedrive Activity

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Email Activity to Update Field to Assign Pipedrive Person Owner

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Email Activity to Update Field to Update Pipedrive Person Field

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Email Activity to Check Field to Add Pipedrive Deal

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Email Activity to Check Field to Update Pipedrive Deal Stage

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Email Activity to Check Field to Schedule Pipedrive Activity

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Email Activity to Check Field to Assign Pipedrive Person Owner

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Email Activity to Check Field to Update Pipedrive Person Field

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Field Match to Add Pipedrive Deal to Send Email

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Field Match to Update Pipedrive Deal Stage to Send Email

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Field Match to Check Pipedrive Person Field to Send Email

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Field Match to Schedule Pipedrive Activity to Send Email

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Field Match to Check Pipedrive Deal Stage to Send Email

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Field Match to Assign Pipedrive Person Owner to Send Email

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Field Match to Update Pipedrive Person Field to Send Email

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Field Match to Check Email Status to Add Pipedrive Deal

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Field Match to Check Email Status to Update Pipedrive Deal Stage

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Field Match to Check Email Status to Schedule Pipedrive Activity

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Field Match to Check Email Status to Assign Pipedrive Person Owner

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Field Match to Check Email Status to Update Pipedrive Person Field

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Field Match to Send Email to Add Pipedrive Deal

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Field Match to Send Email to Update Pipedrive Deal Stage

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Field Match to Send Email to Schedule Pipedrive Activity

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Field Match to Send Email to Assign Pipedrive Person Owner

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Field Match to Send Email to Update Pipedrive Person Field

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Email Activity to Check Field to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Schedule Pipedrive Activity to Send Email

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Person Field Match to Send Email to Update Pipedrive Deal Stage

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Field Match to Add Pipedrive Deal to Send Email

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Person Field Match to Check Pipedrive Deal Stage to Send Email

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Person Field Match to Add Pipedrive Deal to Send Email

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Email Activity to Check Pipedrive Deal Stage to Send Email

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Pipedrive Deal Status Match to Send Email to Schedule Pipedrive Activity

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Email Activity to Update Field to Update Pipedrive Deal Stage

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Email Activity to Check Email Status to Add Pipedrive Deal

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Email Activity to Check Email Status to Update Pipedrive Deal Stage

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Pipedrive Deal Stage Match to Send Email to Schedule Pipedrive Activity

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Field Match to Assign Pipedrive Person Owner to Send Email

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Person Field Match to Update Pipedrive Person Field to Send Email

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Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Send Email

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Pipedrive Deal Stage Match to Send Email to Update Pipedrive Person Field

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Send Email

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Email Activity to Send Email to Assign Pipedrive Person Owner

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Email Activity to Check Pipedrive Deal Stage to Update Field

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Pipedrive Deal Status Match to Update Field to Send Email

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Showing 66 journey ideas for Pipedrive, Email and Custom Fields

About the Pipedrive integration

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 the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

About the Custom Fields integration

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 the Pipedrive integration, Email integration and the Custom Fields integration.

Journey Triggers

Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Field Match
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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.
Send Email
Send a contact a personalized marketing or transactional email.
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, Email and Custom Fields.