Pipedrive + Email + Headsup integration

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

Marketing Automation ideas to integrate Pipedrive, Email and Headsup.

Person Field Match to Check Email Status to Show Headsup Message

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Person Field Match to Send Email to Show Headsup Message

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Person Field Match to Show Headsup Message to Send Email

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Person Field Match to Check Headsup Status to Send Email

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Pipedrive Deal Stage Match to Check Email Status to Show Headsup Message

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Pipedrive Deal Stage Match to Send Email to Show Headsup Message

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Pipedrive Deal Stage Match to Show Headsup Message to Send Email

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Pipedrive Deal Stage Match to Check Headsup Status to Send Email

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Pipedrive Deal Status Match to Check Email Status to Show Headsup Message

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Pipedrive Deal Status Match to Send Email to Show Headsup Message

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Pipedrive Deal Status Match to Show Headsup Message to Send Email

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Pipedrive Deal Status Match to Check Headsup Status to Send Email

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Email Activity to Update Pipedrive Deal Stage to Show Headsup Message

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Email Activity to Check Pipedrive Person Field to Show Headsup Message

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Email Activity to Schedule Pipedrive Activity to Show Headsup Message

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Email Activity to Check Pipedrive Deal Stage to Show Headsup Message

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Email Activity to Add a Pipedrive Deal to Show Headsup Message

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Email Activity to Assign Pipedrive Person Owner to Show Headsup Message

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Email Activity to Update Pipedrive Person Field to Show Headsup Message

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Email Activity to Show Headsup Message to Update Pipedrive Deal Stage

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Email Activity to Show Headsup Message to Schedule Pipedrive Activity

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Email Activity to Show Headsup Message to Add a Pipedrive Deal

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Email Activity to Show Headsup Message to Assign Pipedrive Person Owner

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Email Activity to Show Headsup Message to Update Pipedrive Person Field

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Email Activity to Check Headsup Status to Update Pipedrive Deal Stage

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Email Activity to Check Headsup Status to Schedule Pipedrive Activity

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Email Activity to Check Headsup Status to Add a Pipedrive Deal

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Email Activity to Check Headsup Status to Assign Pipedrive Person Owner

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Email Activity to Check Headsup Status to Update Pipedrive Person Field

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Person Field Match to Check Email Status to Add a Pipedrive Deal

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Pipedrive Deal Stage Match to Show Headsup Message to Send Email

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

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Email Activity to Update Pipedrive Deal Stage to Show Headsup Message

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Pipedrive Deal Stage 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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Email Activity to Show Headsup Message to Add a Pipedrive Deal

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Person Field Match to Show Headsup Message to Send Email

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Email Activity to Check Pipedrive Person Field to Show Headsup Message

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Person Field Match to Check Email Status to Update Pipedrive Person Field

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Email Activity to Show Headsup Message to Update Pipedrive Person Field

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Email Activity to Check Headsup Status to Assign Pipedrive Person Owner

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Email Activity to Check Email Status to Add a Pipedrive Deal

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Email Activity to Send Email to Update Pipedrive Person Field

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Email Activity to Check Pipedrive Person Field to Send Email

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

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Email Activity to Assign Pipedrive Person Owner to Show Headsup Message

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Person Field Match to Send Email to Show Headsup Message

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Email Activity to Check Headsup Status to Schedule Pipedrive Activity

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Email Activity to Schedule Pipedrive Activity to Send Email

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Showing 49 journey ideas for Pipedrive, Email and Headsup

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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Email integration and the Headsup 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.

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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.

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 Headsup.