Pipedrive + Kissmetrics + Salesforce integration
Use Autopilot to create journeys that use the Pipedrive, Kissmetrics and Salesforce integrations.
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Marketing Automation ideas to integrate Pipedrive, Kissmetrics and Salesforce.
Pipedrive Deal Status Match to Send Kissmetrics Event to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send Kissmetrics Event to Schedule Pipedrive Activity
Pipedrive Deal Status Match to Assign Salesforce Lead to Send Kissmetrics Event
Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Send Kissmetrics Event
Person Field Match to Check Pipedrive Deal Stage to Send Kissmetrics Event
Salesforce Campaign Trigger to Assign Pipedrive Person Owner to Send Kissmetrics Event
Pipedrive Deal Stage Match to Send Kissmetrics Event to Update Salesforce Field
Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Send Kissmetrics Event
Person Field Match to Set Salesforce Campaign Member Status to Send Kissmetrics Event
Person Field Match to Check Salesforce Field to Send Kissmetrics Event
Pipedrive Deal Stage Match to Add Salesforce Task to Send Kissmetrics Event
Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Send Kissmetrics Event
Person Field Match to Send Kissmetrics Event to Schedule Pipedrive Activity
Pipedrive Deal Status Match to Check Salesforce Field to Send Kissmetrics Event
Salesforce Campaign Trigger to Check Pipedrive Person Field to Send Kissmetrics Event
Salesforce Field Changed to Check Pipedrive Person Field to Send Kissmetrics Event
Person Field Match to Send Kissmetrics Event to Assign Salesforce Lead
Pipedrive Deal Stage Match to Check Pipedrive Person Field to Send Kissmetrics Event
Pipedrive Deal Status Match to Send Kissmetrics Event to Update Salesforce Field
Person Field Match to Send Kissmetrics Event to Set Salesforce Campaign Member Status
Showing 20 journey ideas for Pipedrive, Kissmetrics and Salesforce
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 Kissmetrics integration
Kissmetrics is a person-based analytics package that makes it insanely easy to track events and funnels online helping you focus on the important bits of your online business.
About the Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Kissmetrics integration and the Salesforce integration.
Journey Triggers
Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).
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.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Journey 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.
Send Kissmetrics Event
Send a Kissmetrics event based on the outcome of the journey.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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, Kissmetrics and Salesforce.
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