Pipedrive + Email + Salesforce integration

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

Marketing Automation ideas to integrate Pipedrive, Email and Salesforce.

Person Field Match to Check Email Status to Create Salesforce Opportunity

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Person Field Match to Check Email Status to Assign Salesforce Lead

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Person Field Match to Check Email Status to Set Salesforce Campaign Member Status

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Person Field Match to Check Email Status to Add Salesforce Task

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Person Field Match to Check Email Status to Assign Salesforce Lead to Group

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Person Field Match to Check Email Status to Update Salesforce Field

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Person Field Match to Send Email to Create Salesforce Opportunity

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Person Field Match to Send Email to Assign Salesforce Lead

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Person Field Match to Send Email to Set Salesforce Campaign Member Status

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Person Field Match to Send Email to Add Salesforce Task

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Person Field Match to Send Email to Assign Salesforce Lead to Group

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Person Field Match to Send Email to Update Salesforce Field

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Person Field Match to Create Salesforce Opportunity to Send Email

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Person Field Match to Assign Salesforce Lead to Send Email

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Person Field Match to Set Salesforce Campaign Member Status to Send Email

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Person Field Match to Add Salesforce Task to Send Email

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Person Field Match to Check Salesforce Field to Send Email

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Person Field Match to Check Salesforce Campaign Member Status to Send Email

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Person Field Match to Assign Salesforce Lead to Group to Send Email

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Person Field Match to Update Salesforce Field to Send Email

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Pipedrive Deal Status Match to Check Email Status to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Check Email Status to Assign Salesforce Lead

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Pipedrive Deal Status Match to Check Email Status to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Check Email Status to Add Salesforce Task

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Pipedrive Deal Status Match to Check Email Status to Assign Salesforce Lead to Group

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Pipedrive Deal Status Match to Check Email Status to Update Salesforce Field

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Pipedrive Deal Status Match to Send Email to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Send Email to Assign Salesforce Lead

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Pipedrive Deal Status Match to Send Email to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Send Email to Add Salesforce Task

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Pipedrive Deal Status Match to Send Email to Assign Salesforce Lead to Group

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Pipedrive Deal Status Match to Send Email to Update Salesforce Field

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Pipedrive Deal Status Match to Create Salesforce Opportunity to Send Email

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Pipedrive Deal Status Match to Assign Salesforce Lead to Send Email

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Pipedrive Deal Status Match to Set Salesforce Campaign Member Status to Send Email

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Pipedrive Deal Status Match to Add Salesforce Task to Send Email

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Pipedrive Deal Status Match to Check Salesforce Field to Send Email

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Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Send Email

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Pipedrive Deal Status Match to Assign Salesforce Lead to Group to Send Email

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Pipedrive Deal Status Match to Update Salesforce Field to Send Email

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Pipedrive Deal Stage Match to Check Email Status to Create Salesforce Opportunity

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Pipedrive Deal Stage Match to Check Email Status to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Check Email Status to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Check Email Status to Add Salesforce Task

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Pipedrive Deal Stage Match to Check Email Status to Assign Salesforce Lead to Group

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

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Pipedrive Deal Stage Match to Send Email to Create Salesforce Opportunity

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Pipedrive Deal Stage Match to Send Email to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Send Email to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Send Email to Add Salesforce Task

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Pipedrive Deal Stage Match to Send Email to Assign Salesforce Lead to Group

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Pipedrive Deal Stage Match to Send Email to Update Salesforce Field

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Pipedrive Deal Stage Match to Create Salesforce Opportunity to Send Email

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Send Email

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Send Email

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Pipedrive Deal Stage Match to Add Salesforce Task to Send Email

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Pipedrive Deal Stage Match to Check Salesforce Field to Send Email

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Pipedrive Deal Stage Match to Check Salesforce Campaign Member Status to Send Email

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Send Email

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Pipedrive Deal Stage Match to Update Salesforce Field to Send Email

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Email Activity to Update Pipedrive Person Field to Create Salesforce Opportunity

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Email Activity to Update Pipedrive Person Field to Assign Salesforce Lead

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Email Activity to Update Pipedrive Person Field to Set Salesforce Campaign Member Status

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Email Activity to Update Pipedrive Person Field to Add Salesforce Task

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Email Activity to Update Pipedrive Person Field to Assign Salesforce Lead to Group

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Email Activity to Update Pipedrive Person Field to Update Salesforce Field

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Email Activity to Update Pipedrive Deal Stage to Create Salesforce Opportunity

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Email Activity to Update Pipedrive Deal Stage to Assign Salesforce Lead

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Email Activity to Update Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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Email Activity to Update Pipedrive Deal Stage to Add Salesforce Task

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Email Activity to Update Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Email Activity to Update Pipedrive Deal Stage to Update Salesforce Field

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Email Activity to Check Pipedrive Person Field to Create Salesforce Opportunity

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Email Activity to Check Pipedrive Person Field to Assign Salesforce Lead

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Email Activity to Check Pipedrive Person Field to Set Salesforce Campaign Member Status

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Email Activity to Check Pipedrive Person Field to Add Salesforce Task

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Email Activity to Check Pipedrive Person Field to Assign Salesforce Lead to Group

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Email Activity to Check Pipedrive Person Field to Update Salesforce Field

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Email Activity to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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Email Activity to Check Pipedrive Deal Stage to Assign Salesforce Lead

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Email Activity to Check Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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Email Activity to Check Pipedrive Deal Stage to Add Salesforce Task

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Email Activity to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Email Activity to Check Pipedrive Deal Stage to Update Salesforce Field

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Email Activity to Assign Pipedrive Person Owner to Create Salesforce Opportunity

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Email Activity to Assign Pipedrive Person Owner to Assign Salesforce Lead

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Email Activity to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

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Email Activity to Assign Pipedrive Person Owner to Add Salesforce Task

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Email Activity to Assign Pipedrive Person Owner to Assign Salesforce Lead to Group

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Email Activity to Assign Pipedrive Person Owner to Update Salesforce Field

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Email Activity to Schedule Pipedrive Activity to Create Salesforce Opportunity

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Email Activity to Schedule Pipedrive Activity to Assign Salesforce Lead

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Email Activity to Schedule Pipedrive Activity to Set Salesforce Campaign Member Status

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Email Activity to Schedule Pipedrive Activity to Add Salesforce Task

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Email Activity to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

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Email Activity to Schedule Pipedrive Activity to Update Salesforce Field

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Email Activity to Add Pipedrive Deal to Create Salesforce Opportunity

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Email Activity to Add Pipedrive Deal to Assign Salesforce Lead

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Email Activity to Add Pipedrive Deal to Set Salesforce Campaign Member Status

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Email Activity to Add Pipedrive Deal to Add Salesforce Task

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Email Activity to Add Pipedrive Deal to Assign Salesforce Lead to Group

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Email Activity to Add Pipedrive Deal to Update Salesforce Field

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Email Activity to Create Salesforce Opportunity to Update Pipedrive Person Field

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Email Activity to Create Salesforce Opportunity to Update Pipedrive Deal Stage

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Email Activity to Create Salesforce Opportunity to Assign Pipedrive Person Owner

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Email Activity to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Email Activity to Create Salesforce Opportunity to Add Pipedrive Deal

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Email Activity to Assign Salesforce Lead to Update Pipedrive Person Field

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Email Activity to Assign Salesforce Lead to Update Pipedrive Deal Stage

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Email Activity to Assign Salesforce Lead to Assign Pipedrive Person Owner

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Email Activity to Assign Salesforce Lead to Schedule Pipedrive Activity

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Email Activity to Assign Salesforce Lead to Add Pipedrive Deal

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Email Activity to Set Salesforce Campaign Member Status to Update Pipedrive Person Field

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Email Activity to Set Salesforce Campaign Member Status to Update Pipedrive Deal Stage

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Email Activity to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Email Activity to Set Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Email Activity to Set Salesforce Campaign Member Status to Add Pipedrive Deal

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Email Activity to Add Salesforce Task to Update Pipedrive Person Field

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Email Activity to Add Salesforce Task to Update Pipedrive Deal Stage

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Email Activity to Add Salesforce Task to Assign Pipedrive Person Owner

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Email Activity to Add Salesforce Task to Schedule Pipedrive Activity

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Email Activity to Add Salesforce Task to Add Pipedrive Deal

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Email Activity to Check Salesforce Field to Update Pipedrive Person Field

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Email Activity to Check Salesforce Field to Update Pipedrive Deal Stage

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Email Activity to Check Salesforce Field to Assign Pipedrive Person Owner

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Email Activity to Check Salesforce Field to Schedule Pipedrive Activity

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Email Activity to Check Salesforce Field to Add Pipedrive Deal

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Email Activity to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

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Email Activity to Check Salesforce Campaign Member Status to Update Pipedrive Deal Stage

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Email Activity to Check Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Email Activity to Check Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Email Activity to Check Salesforce Campaign Member Status to Add Pipedrive Deal

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Email Activity to Assign Salesforce Lead to Group to Update Pipedrive Person Field

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Email Activity to Assign Salesforce Lead to Group to Update Pipedrive Deal Stage

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Email Activity to Assign Salesforce Lead to Group to Assign Pipedrive Person Owner

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Email Activity to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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Email Activity to Assign Salesforce Lead to Group to Add Pipedrive Deal

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Email Activity to Update Salesforce Field to Update Pipedrive Person Field

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Email Activity to Update Salesforce Field to Update Pipedrive Deal Stage

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Email Activity to Update Salesforce Field to Assign Pipedrive Person Owner

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Email Activity to Update Salesforce Field to Schedule Pipedrive Activity

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Email Activity to Update Salesforce Field to Add Pipedrive Deal

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Salesforce Campaign Trigger to Update Pipedrive Person Field to Send Email

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Salesforce Campaign Trigger to Update Pipedrive Deal Stage to Send Email

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Salesforce Campaign Trigger to Check Pipedrive Person Field to Send Email

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Salesforce Campaign Trigger to Check Pipedrive Deal Stage to Send Email

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Salesforce Campaign Trigger to Assign Pipedrive Person Owner to Send Email

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Salesforce Campaign Trigger to Schedule Pipedrive Activity to Send Email

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Salesforce Campaign Trigger to Add Pipedrive Deal to Send Email

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Salesforce Campaign Trigger to Check Email Status to Update Pipedrive Person Field

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Salesforce Campaign Trigger to Check Email Status to Update Pipedrive Deal Stage

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Salesforce Campaign Trigger to Check Email Status to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Check Email Status to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Check Email Status to Add Pipedrive Deal

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Salesforce Campaign Trigger to Send Email to Update Pipedrive Person Field

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Salesforce Campaign Trigger to Send Email to Update Pipedrive Deal Stage

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Salesforce Campaign Trigger to Send Email to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Send Email to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Send Email to Add Pipedrive Deal

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Salesforce Field Changed to Update Pipedrive Person Field to Send Email

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Salesforce Field Changed to Update Pipedrive Deal Stage to Send Email

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Salesforce Field Changed to Check Pipedrive Person Field to Send Email

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Salesforce Field Changed to Check Pipedrive Deal Stage to Send Email

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Salesforce Field Changed to Assign Pipedrive Person Owner to Send Email

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Salesforce Field Changed to Schedule Pipedrive Activity to Send Email

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Salesforce Field Changed to Add Pipedrive Deal to Send Email

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Salesforce Field Changed to Check Email Status to Update Pipedrive Person Field

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Salesforce Field Changed to Check Email Status to Update Pipedrive Deal Stage

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Salesforce Field Changed to Check Email Status to Assign Pipedrive Person Owner

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Salesforce Field Changed to Check Email Status to Schedule Pipedrive Activity

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Salesforce Field Changed to Check Email Status to Add Pipedrive Deal

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Salesforce Field Changed to Send Email to Update Pipedrive Person Field

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Salesforce Field Changed to Send Email to Update Pipedrive Deal Stage

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Salesforce Field Changed to Send Email to Assign Pipedrive Person Owner

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Salesforce Field Changed to Send Email to Schedule Pipedrive Activity

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Salesforce Field Changed to Send Email to Add Pipedrive Deal

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Salesforce Campaign Trigger to Update Pipedrive Deal Stage to Send Email

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Pipedrive Deal Status Match to Check Email Status to Set Salesforce Campaign Member Status

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Email Activity to Check Pipedrive Deal Stage to Send Email

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Email Activity to Add Salesforce Task to Update Pipedrive Person Field

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

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Person Field Match to Check Email Status to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Send Email to Schedule Pipedrive Activity

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Email Activity to Assign Pipedrive Person Owner to Assign Salesforce Lead

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Email Activity to Check Email Status to Assign Pipedrive Person Owner

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Email Activity to Update Pipedrive Deal Stage to Assign Salesforce Lead

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Email Activity to Set Salesforce Campaign Member Status to Update Pipedrive Person Field

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Email Activity to Add Salesforce Task to Update Pipedrive Deal Stage

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Email Activity to Assign Salesforce Lead to Assign Pipedrive Person Owner

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Email Activity to Check Pipedrive Person Field to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Send Email to Assign Salesforce Lead

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Email Activity to Assign Pipedrive Person Owner to Add Salesforce Task

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Email Activity to Check Pipedrive Person Field to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Check Email Status to Create Salesforce Opportunity

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Salesforce Field Changed to Check Pipedrive Person Field to Send Email

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Email Activity to Check Email Status to Update Pipedrive Person Field

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Showing 196 journey ideas for Pipedrive, Email and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

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

Journey Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal Stage
Update the stage of the latest deal associated with a contact.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Send Email
Send a contact a personalized marketing or transactional email.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Salesforce.