Pipedrive + Email + Sendgrid integration
Use Autopilot to create journeys that use the Pipedrive, Email and Sendgrid integrations.
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Marketing Automation ideas to integrate Pipedrive, Email and Sendgrid.
Pipedrive Deal Stage Match to Send Email to Assign Pipedrive Person Owner
Email Activity to Check Pipedrive Deal Field to Send Sendgrid Transactional Email
Pipedrive Deal Status Match to Schedule Pipedrive Activity to Send Email
Email Activity to Update Pipedrive Deal to Send Email
Email Activity to Check Email Status to Update Pipedrive Deal
Pipedrive Deal Stage Match to Send Email to Update Pipedrive Person Field
Email Activity to Schedule Pipedrive Activity to Send Email
Person Field Match to Schedule Pipedrive Activity to Send Email
Person Field Match to Update Pipedrive Person Field to Send Email
Pipedrive Deal Status Match to Send Email to Add Pipedrive Note
Email Activity to Add Pipedrive Deal to Send Sendgrid Transactional Email
Email Activity to Check Email Status to Schedule Pipedrive Activity
Email Activity to Send Sendgrid Transactional Email to Add Pipedrive Deal
Email Activity to Add Pipedrive Note to Send Email
Pipedrive Deal Status Match to Check Email Status to Update Pipedrive Deal
Email Activity to Send Email to Update Pipedrive Deal
Email Activity to Send Sendgrid Transactional Email to Update Pipedrive Person Field
Person Field Match to Check Email Status to Update Pipedrive Person Field
Email Activity to Assign Pipedrive Person Owner to Send Email
Pipedrive Deal Status Match to Add Pipedrive Deal to Send Email
Showing 20 journey ideas for Pipedrive, Email and Sendgrid
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 Sendgrid integration
SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Email integration and the Sendgrid 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.
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 Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Journey Actions
Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
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.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
Send Email
Send a contact a personalized marketing or transactional email.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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 Sendgrid.
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