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Pipedrive + Heap Integration
Use Autopilot to automate and integrate Pipedrive and Heap.
Marketing Automation ideas to integrate Pipedrive and Heap
Heap Event to Show Headsup Message to Schedule Pipedrive Activity
Heap Event to Assign Pipedrive Person Owner to Show Headsup Message
Heap Event to Update Pipedrive Deal Field
Heap Event to Update Pipedrive Deal to Send Delighted NPS Survey
Time Trigger to Update Pipedrive Deal
Heap Event to Update Pipedrive Deal to Assign Salesforce Lead to Group
Heap Event to Schedule Pipedrive Activity
Typeform Submitted to Add Pipedrive Note
Heap Event to Update Pipedrive Person Field
Heap Event to Assign Salesforce Lead to Group
Heap Event to Assign Salesforce Lead to Group
Heap Event to Assign Pipedrive Person Owner
Heap Event to Check Pipedrive Deal Field to Send Delighted NPS Survey
Heap Event to Assign Pipedrive Person Owner
Heap Event to Assign Pipedrive Person Owner
Heap Event to Send Delighted NPS Survey to Add Pipedrive Deal
Heap Event to Update Pipedrive Person Field to Send Delighted NPS Survey
Heap Event to Check Salesforce Field to Schedule Pipedrive Activity
Heap Event to Assign Pipedrive Person Owner
Heap Event to Assign Salesforce Lead to Group to Add Pipedrive Note
Showing 20 of 1056 Marketing Automation ideas using Autopilot's Pipedrive and Heap 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 Heap
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Pipedrive integration.
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.
Heap Event
Add a contact to a journey when they perform a Heap event.
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).
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.
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 Heap.
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