Pipedrive + Lead Scoring + Help Scout integration

Use Autopilot to create journeys that use the Pipedrive, Lead Scoring and Help Scout integrations.

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Marketing Automation ideas to integrate Pipedrive, Lead Scoring and Help Scout.

Help Scout Tag to Change Score to Add Pipedrive Deal

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Pipedrive Deal Status Match to Add Pipedrive Note to Change Score

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Change Score

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Help Scout Tag to Change Score to Add Pipedrive Note

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Person Field Match to Update Pipedrive Person Field to Change Score

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Help Scout Create Conversation to Check Pipedrive Deal Stage to Change Score

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Pipedrive Deal Status Match to Change Score to Schedule Pipedrive Activity

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Person Field Match to Check Pipedrive Deal Field to Change Score

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Help Scout Satisfaction Rating to Check Pipedrive Person Field to Change Score

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Pipedrive Deal Status Match to Change Score to Update Pipedrive Deal Field

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Pipedrive Deal Status Match to Schedule Pipedrive Activity to Change Score

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Help Scout Tag to Schedule Pipedrive Activity to Change Score

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Pipedrive Deal Stage Match to Add Pipedrive Note to Change Score

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Help Scout Tag to Check Pipedrive Deal Stage to Change Score

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Pipedrive Deal Stage Match to Update Pipedrive Deal to Change Score

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Help Scout Satisfaction Rating to Update Pipedrive Deal Field to Change Score

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Pipedrive Deal Stage Match to Change Score to Schedule Pipedrive Activity

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Help Scout Create Conversation to Change Score to Add Pipedrive Note

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Pipedrive Deal Stage Match to Change Score to Add Pipedrive Deal

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Person Field Match to Change Score to Schedule Pipedrive Activity

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Showing 20 journey ideas for Pipedrive, Lead Scoring 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 Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

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, Lead Scoring 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.
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).

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.
Change Score
Increases or decrease a number field by a specific amount.

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, Lead Scoring and Help Scout.