Pipedrive + Help Scout Integration

Use Autopilot to automate and integrate Pipedrive and Help Scout.

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Marketing Automation ideas to integrate Pipedrive and Help Scout

Help Scout Satisfaction Rating to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

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Help Scout Tag to Update Pipedrive Person Field to Add Delay

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Pipedrive Deal Status Match to Add to List

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Help Scout Tag to Add to List to Add Pipedrive Note

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Help Scout Tag to Remove from Google Ads Audience to Add Pipedrive Deal

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Help Scout Satisfaction Rating to Update Pipedrive Person Field to Update HubSpot Contact Field

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Help Scout Tag to Update Pipedrive Deal

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Help Scout Tag to Update Pipedrive Deal

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Help Scout Create Conversation to Check Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Help Scout Tag to Assign Pipedrive Person Owner

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Help Scout Tag to Update Pipedrive Person Field to Remove from Google Ads Audience

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Help Scout Tag to Assign Pipedrive Person Owner

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Help Scout Create Conversation to Update Pipedrive Person Field

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Help Scout Tag to Update HubSpot Contact Field to Update Pipedrive Person Field

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Help Scout Satisfaction Rating to Add Pipedrive Note

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Help Scout Tag to Update Pipedrive Deal Field

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API Trigger to Assign Pipedrive Person Owner

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Help Scout Tag to Update Pipedrive Deal Field

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Help Scout Satisfaction Rating to Update Pipedrive Deal Field

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Help Scout Tag to Update Pipedrive Deal to Remove from Google Ads Audience

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Showing 20 of 2548 Marketing Automation ideas using Autopilot's Pipedrive and Help Scout 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 Help Scout

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

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.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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 Help Scout.