Pipedrive + Forms Integration

Use Autopilot to automate and integrate Pipedrive and Forms.

Marketing Automation ideas to integrate Pipedrive and Forms

Form Submitted to Add to Google AdWords Audience to Add a Pipedrive Deal

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Form Submitted to AB Split to Schedule Pipedrive Activity

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Form Submitted to Schedule Pipedrive Activity

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Form Submitted to Has Submitted Form to Update Pipedrive Deal Stage

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Field Changed to Has Submitted Form to Assign Pipedrive Person Owner

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Form Submitted to Add a Pipedrive Deal

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Form Submitted to Schedule Pipedrive Activity

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Pipedrive Deal Stage Changed to Has Submitted Form to Schedule Pipedrive Activity

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Form Submitted to Add to Facebook Custom Audience

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Form Submitted to Update Pipedrive Person Field

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Email Activity to Has Submitted Form to Update Pipedrive Person Field

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Form Submitted to Add a Pipedrive Deal

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Field Changed to Add a Pipedrive Deal

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Email Activity to Has Submitted Form to Update Pipedrive Deal Stage

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LiveChat Tag to Schedule Pipedrive Activity

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Form Submitted to Has Visited Page to Update Pipedrive Deal Stage

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Form Submitted to Add a Pipedrive Deal

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Person Field Changed to Has Submitted Form to Add a Pipedrive Deal

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Form Submitted to Add a Pipedrive Deal

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Time Trigger to Has Submitted Form to Schedule Pipedrive Activity

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Showing 20 of 435 Marketing Automation ideas using Autopilot's Pipedrive and Forms integration.

About Pipedrive

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 Forms

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Pipedrive integration.

Triggers

Person Field Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Form Submitted
Add a contact to a journey when they submit a form.

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.
Has Submitted Form
Check if a contact has previously submitted a specific form.

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.

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 and Forms.