Pipedrive + Email + Freshdesk integration

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

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Marketing Automation ideas to integrate Pipedrive, Email and Freshdesk.

New Freshdesk Ticket to Check Email Status to Update Pipedrive Person Field

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Person Field Match to Update Pipedrive Deal Stage to Send Email

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Freshdesk Contact Updated to Schedule Pipedrive Activity to Send Email

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Freshdesk New Contact to Send Email to Add a Pipedrive Deal

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Email Activity to Schedule Pipedrive Activity to Send Email

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

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Freshdesk Contact Updated to Update Pipedrive Deal Stage to Send Email

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New Freshdesk Ticket to Update Pipedrive Deal Stage to Send Email

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Freshdesk Ticket Updated to Check Email Status to Schedule Pipedrive Activity

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Person Field Match to Send Email to Add a Pipedrive Deal

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Email Activity to Schedule Pipedrive Activity to Freshdesk Update Ticket

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

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Person Field Match to Update Pipedrive Person Field to Send Email

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Pipedrive Deal Status Match to Check Email Status to Update Pipedrive Deal Stage

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Pipedrive Deal Stage Match to Add a Pipedrive Deal to Send Email

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Freshdesk New Contact to Schedule Pipedrive Activity to Send Email

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Freshdesk New Contact to Check Pipedrive Deal Stage to Send Email

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Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Send Email

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Person Field Match to Send Email to Update Pipedrive Person Field

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Freshdesk Contact Updated to Send Email to Update Pipedrive Deal Stage

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Showing 20 journey ideas for Pipedrive, Email and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Email integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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).
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

Journey 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.
Send Email
Send a contact a personalized marketing or transactional email.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.