Pipedrive + Hubspot CRM + Zendesk integration

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

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Marketing Automation ideas to integrate Pipedrive, Hubspot CRM and Zendesk.

Submits New Zendesk Ticket to Check HubSpot CRM Deal Stage to Add Pipedrive Note

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Submits New Zendesk Ticket to Update Pipedrive Person Field to Update HubSpot Contact Field

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New HubSpot CRM Contact to Update Pipedrive Person Field to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Schedule Pipedrive Activity

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

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HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Schedule Pipedrive Activity

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

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Pipedrive Deal Stage Match to Zendesk Ticket Status to Update HubSpot Contact Field

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

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

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

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

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Submits New Zendesk Ticket to Check HubSpot CRM Deal Stage to Update Pipedrive Deal Field

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New HubSpot CRM Contact to Check Pipedrive Deal Field to Submit New Zendesk Ticket

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

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Person Field Match to Check HubSpot CRM Deal Stage to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Check HubSpot CRM Deal Stage to Schedule Pipedrive Activity

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

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HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Schedule Pipedrive Activity

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New HubSpot CRM Contact to Submit New Zendesk Ticket to Add Pipedrive Deal

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Showing 20 journey ideas for Pipedrive, Hubspot CRM and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Hubspot CRM integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.