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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 Check Pipedrive Deal Stage to Send Segment Event
Heap Event to Add a Pipedrive Deal to Send Segment Event
Heap Event to Update Pipedrive Deal Stage
Heap Event to Add a Pipedrive Deal
Heap Event to Check Pipedrive Person Field to Update Salesforce Field
Heap Event to Assign Pipedrive Person Owner
Field Changed to Add a Pipedrive Deal
Heap Event to Send Segment Event to Update Pipedrive Deal Stage
Heap Event to Update Pipedrive Deal Stage to Add Delay
Heap Event to Schedule Pipedrive Activity to Remove From List
Heap Event to Add a Pipedrive Deal to Mail Lob Postcard
Heap Event to Mail Lob Postcard to Assign Pipedrive Person Owner
Heap Event to Update Pipedrive Deal Stage
Heap Event to Check Pipedrive Person Field to Send Segment Event
Heap Event to Update Salesforce Field
Heap Event to Schedule Pipedrive Activity
Heap Event to Update Pipedrive Person Field
Heap Event to Add Delay
Heap Event to Assign Pipedrive Person Owner to Mail Lob Postcard
Heap Event to Add a Pipedrive Deal to Add Delay
Showing 20 of 335 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 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.
Heap Event
Add a contact to a journey when they perform a Heap event.
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.
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 Heap.
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