Pipedrive + Email + Twilio integration

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

Marketing Automation ideas to integrate Pipedrive, Email and Twilio.

Person Field Match to Check Email Status to Send Twilio SMS

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Person Field Match to Send Email to Send Twilio SMS

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Person Field Match to Send Twilio SMS to Send Email

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Pipedrive Deal Status Match to Check Email Status to Send Twilio SMS

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Pipedrive Deal Status Match to Send Email to Send Twilio SMS

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Pipedrive Deal Status Match to Send Twilio SMS to Send Email

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Pipedrive Deal Stage Match to Check Email Status to Send Twilio SMS

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Pipedrive Deal Stage Match to Send Email to Send Twilio SMS

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Pipedrive Deal Stage Match to Send Twilio SMS to Send Email

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Email Activity to Update Pipedrive Person Field to Send Twilio SMS

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Email Activity to Update Pipedrive Deal Stage to Send Twilio SMS

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Email Activity to Check Pipedrive Person Field to Send Twilio SMS

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Email Activity to Check Pipedrive Deal Stage to Send Twilio SMS

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Email Activity to Assign Pipedrive Person Owner to Send Twilio SMS

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Email Activity to Schedule Pipedrive Activity to Send Twilio SMS

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Email Activity to Add Pipedrive Deal to Send Twilio SMS

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Email Activity to Send Twilio SMS to Update Pipedrive Person Field

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Email Activity to Send Twilio SMS to Update Pipedrive Deal Stage

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Email Activity to Send Twilio SMS to Assign Pipedrive Person Owner

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Email Activity to Send Twilio SMS to Schedule Pipedrive Activity

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Email Activity to Send Twilio SMS to Add Pipedrive Deal

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Twilio SMS Received to Update Pipedrive Person Field to Send Email

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Twilio SMS Received to Update Pipedrive Deal Stage to Send Email

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Twilio SMS Received to Check Pipedrive Person Field to Send Email

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Twilio SMS Received to Check Pipedrive Deal Stage to Send Email

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Twilio SMS Received to Assign Pipedrive Person Owner to Send Email

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Twilio SMS Received to Schedule Pipedrive Activity to Send Email

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Twilio SMS Received to Add Pipedrive Deal to Send Email

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Twilio SMS Received to Check Email Status to Update Pipedrive Person Field

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Twilio SMS Received to Check Email Status to Update Pipedrive Deal Stage

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Twilio SMS Received to Check Email Status to Assign Pipedrive Person Owner

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Twilio SMS Received to Check Email Status to Schedule Pipedrive Activity

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Twilio SMS Received to Check Email Status to Add Pipedrive Deal

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Twilio SMS Received to Send Email to Update Pipedrive Person Field

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Twilio SMS Received to Send Email to Update Pipedrive Deal Stage

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Twilio SMS Received to Send Email to Assign Pipedrive Person Owner

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Twilio SMS Received to Send Email to Schedule Pipedrive Activity

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Twilio SMS Received to Send Email to Add Pipedrive Deal

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Twilio SMS Received to Send Email to Add Pipedrive Deal

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Email Activity to Send Twilio SMS to Schedule Pipedrive Activity

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Email Activity to Assign Pipedrive Person Owner to Send Email

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Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Send Email

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

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Person Field Match to Send Email to Update Pipedrive Deal Stage

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Twilio SMS Received to Check Email Status to Schedule Pipedrive Activity

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Person Field Match to Check Pipedrive Person Field to Send Email

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Pipedrive Deal Stage Match to Send Twilio SMS to Send Email

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

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Person Field Match to Check Email Status to Add Pipedrive Deal

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

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Email Activity to Send Email to Update Pipedrive Deal Stage

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Person Field Match to Assign Pipedrive Person Owner to Send Email

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Twilio SMS Received to Send Email to Update Pipedrive Person Field

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

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Email Activity to Send Email to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Send Email to Assign Pipedrive Person Owner

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Email Activity to Check Email Status to Schedule Pipedrive Activity

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

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Showing 58 journey ideas for Pipedrive, Email and Twilio

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 Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Email integration and the Twilio 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.
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.

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).

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.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.

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 Twilio.