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.
Salesforce Field Changed to Send Kissmetrics Event to Add Pipedrive Deal
Person Field Match to Set Salesforce Campaign Member Status to Send Kissmetrics Event
Salesforce Field Changed to Schedule Pipedrive Activity to Send Kissmetrics Event
Pipedrive Deal Stage Match to Send Kissmetrics Event to Create Salesforce Opportunity
Pipedrive Deal Status Match to Send Kissmetrics Event to Set Salesforce Campaign Member Status
Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Send Kissmetrics Event
Person Field Match to Send Kissmetrics Event to Create Salesforce Opportunity
Person Field Match to Add Pipedrive Note to Send Kissmetrics Event
Person Field Match to Check Pipedrive Deal Field to Send Kissmetrics Event
Pipedrive Deal Status Match to Update Salesforce Field to Send Kissmetrics Event
Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Send Kissmetrics Event
Pipedrive Deal Stage Match to Send Kissmetrics Event to Add Pipedrive Deal
Pipedrive Deal Status Match to Send Kissmetrics Event to Add Pipedrive Note
Pipedrive Deal Stage Match to Assign Salesforce Lead to Send Kissmetrics Event
Person Field Match to Schedule Pipedrive Activity to Send Kissmetrics Event
Person Field Match to Check Pipedrive Person Field to Send Kissmetrics Event
Person Field Match to Send Kissmetrics Event to Schedule Pipedrive Activity
Person Field Match to Send Kissmetrics Event to Update Pipedrive Deal Field
Person Field Match to Send Kissmetrics Event to Add Salesforce Task
Person Field Match to Create Salesforce Opportunity to Send Kissmetrics Event
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
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.
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 meets your criteria (e.g. contains a particular word).
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 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 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.
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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