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 Create Conversation to Update Pipedrive Deal Stage

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Help Scout Tag to Check Pipedrive Person Field to Eject from Journey

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Help Scout Satisfaction Rating to Eject from Journey

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Help Scout Create Conversation to Update Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Help Scout Tag to Assign Pipedrive Person Owner

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Help Scout Satisfaction Rating to Eject from Journey to Assign Pipedrive Person Owner

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Help Scout Create Conversation to Update Pipedrive Deal Stage

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Facebook Lead Ad Submitted to Assign Pipedrive Person Owner

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Help Scout Satisfaction Rating to Add Salesforce Task

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Help Scout Create Conversation to Assign Pipedrive Person Owner

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Smart Segment Trigger to Add a Pipedrive Deal

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Help Scout Satisfaction Rating to Assign Pipedrive Person Owner to Assign Salesforce Lead to Group

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Help Scout Satisfaction Rating to Add Salesforce Task

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Help Scout Satisfaction Rating to Add Salesforce Task to Assign Pipedrive Person Owner

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Help Scout Create Conversation to Check Pipedrive Deal Stage to Eject from Journey

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Help Scout Satisfaction Rating to Schedule Pipedrive Activity

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Help Scout Create Conversation to Assign Pipedrive Person Owner to Eject from Journey

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Help Scout Satisfaction Rating to Update Pipedrive Deal Stage

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Help Scout Satisfaction Rating to Assign Pipedrive Person Owner

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Help Scout Create Conversation to Add Salesforce Task to Update Pipedrive Person Field

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Showing 20 of 1800 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 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.
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 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 Help Scout.