Pipedrive + Hubspot CRM + Help Scout integration

Use Autopilot to create journeys that use the Pipedrive, Hubspot CRM and Help Scout integrations.

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Marketing Automation ideas to integrate Pipedrive, Hubspot CRM and Help Scout.

Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Add Pipedrive Note

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Help Scout Tag to Update Pipedrive Deal Field to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Update Pipedrive Deal

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Person Field Match to Add HubSpot CRM Deal to Update Pipedrive Deal

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Help Scout Create Conversation to Assign Pipedrive Person Owner to Add HubSpot CRM Deal

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Pipedrive Deal Stage Match to Update HubSpot CRM Deal Stage to Update Pipedrive Deal

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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Add Pipedrive Deal

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HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Update Pipedrive Deal Field

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Pipedrive Deal Stage Match to Update HubSpot Contact Field to Add Pipedrive Note

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Update Pipedrive Deal Field

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Pipedrive Deal Stage Match to Check Pipedrive Person Field to Update HubSpot CRM Deal Stage

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Help Scout Create Conversation to Update Pipedrive Deal Field to Update HubSpot Contact Field

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Pipedrive Deal Stage Match to Update HubSpot Contact Field to Update Pipedrive Deal

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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Assign Pipedrive Person Owner

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HubSpot CRM Deal Stage Match to Check Pipedrive Deal Stage to Update HubSpot CRM Deal Stage

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Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Schedule Pipedrive Activity

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Help Scout Tag to Add Pipedrive Note to Update HubSpot Contact Field

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Pipedrive Deal Stage Match to Add Pipedrive Note to Add HubSpot CRM Deal

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Person Field Match to Update Pipedrive Deal to Update HubSpot Contact Field

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Help Scout Create Conversation to Check Pipedrive Deal Stage to Update HubSpot CRM Deal Stage

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Showing 20 journey ideas for Pipedrive, Hubspot CRM and Help Scout

About the Pipedrive integration

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 the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

About the Help Scout integration

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 the Pipedrive integration, Hubspot CRM integration and the Help Scout integration.

Journey 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM 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).
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey 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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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, Hubspot CRM and Help Scout.