Pipedrive + LiveChat + Custom Fields integration
Use Autopilot to create journeys that use the Pipedrive, LiveChat and Custom Fields integrations.
Marketing Automation ideas to integrate Pipedrive, LiveChat and Custom Fields.
LiveChat Tag to Update Pipedrive Person Field to Update Field
LiveChat Tag to Update Pipedrive Deal to Update Field
LiveChat Tag to Check Pipedrive Person Field to Update Field
LiveChat Tag to Check Pipedrive Deal Stage to Update Field
LiveChat Tag to Assign Pipedrive Person Owner to Update Field
LiveChat Tag to Schedule Pipedrive Activity to Update Field
LiveChat Tag to Add Pipedrive Deal to Update Field
LiveChat Tag to Add Pipedrive Note to Update Field
LiveChat Tag to Update Pipedrive Deal Field to Update Field
LiveChat Tag to Check Pipedrive Deal Field to Update Field
LiveChat Tag to Update Field to Update Pipedrive Person Field
LiveChat Tag to Update Field to Update Pipedrive Deal
LiveChat Tag to Update Field to Assign Pipedrive Person Owner
LiveChat Tag to Update Field to Schedule Pipedrive Activity
LiveChat Tag to Update Field to Add Pipedrive Deal
LiveChat Tag to Update Field to Add Pipedrive Note
LiveChat Tag to Update Field to Update Pipedrive Deal Field
LiveChat Tag to Check Field to Update Pipedrive Person Field
LiveChat Tag to Check Field to Update Pipedrive Deal
LiveChat Tag to Check Field to Assign Pipedrive Person Owner
LiveChat Tag to Check Field to Schedule Pipedrive Activity
LiveChat Tag to Check Field to Add Pipedrive Deal
LiveChat Tag to Check Field to Add Pipedrive Note
LiveChat Tag to Check Field to Update Pipedrive Deal Field
LiveChat Tag to Check Field to Schedule Pipedrive Activity
LiveChat Tag to Update Field to Update Pipedrive Deal Field
LiveChat Tag to Update Pipedrive Deal Field to Update Field
LiveChat Tag to Update Field to Update Pipedrive Person Field
LiveChat Tag to Check Field to Add Pipedrive Note
LiveChat Tag to Check Field to Update Pipedrive Deal Field
LiveChat Tag to Update Pipedrive Deal to Update Field
LiveChat Tag to Update Field to Update Pipedrive Deal
LiveChat Tag to Assign Pipedrive Person Owner to Update Field
LiveChat Tag to Update Field to Schedule Pipedrive Activity
LiveChat Tag to Update Field to Assign Pipedrive Person Owner
LiveChat Tag to Check Pipedrive Deal Field to Update Field
LiveChat Tag to Check Pipedrive Person Field to Update Field
LiveChat Tag to Add Pipedrive Deal to Update Field
LiveChat Tag to Update Field to Add Pipedrive Note
LiveChat Tag to Schedule Pipedrive Activity to Update Field
LiveChat Tag to Check Pipedrive Deal Stage to Update Field
LiveChat Tag to Check Field to Update Pipedrive Deal
LiveChat Tag to Update Pipedrive Person Field to Update Field
LiveChat Tag to Add Pipedrive Note to Update Field
Showing 44 journey ideas for Pipedrive, LiveChat and Custom Fields
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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, LiveChat integration and the Custom Fields 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
Field Match
Add a contact to a journey when a particular field's value 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 Field
Check if a 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.
Update Field
Update a 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, LiveChat and Custom Fields.
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