Pipedrive + LiveChat + Email integration

Use Autopilot to create journeys that use the Pipedrive, LiveChat and Email integrations.

Marketing Automation ideas to integrate Pipedrive, LiveChat and Email.

LiveChat Tag to Update Pipedrive Deal Stage to Send Email

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LiveChat Tag to Check Pipedrive Person Field to Send Email

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LiveChat Tag to Schedule Pipedrive Activity to Send Email

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LiveChat Tag to Check Pipedrive Deal Stage to Send Email

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LiveChat Tag to Add a Pipedrive Deal to Send Email

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LiveChat Tag to Assign Pipedrive Person Owner to Send Email

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LiveChat Tag to Update Pipedrive Person Field to Send Email

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LiveChat Tag to Check Email Status to Update Pipedrive Deal Stage

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LiveChat Tag to Check Email Status to Schedule Pipedrive Activity

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LiveChat Tag to Check Email Status to Add a Pipedrive Deal

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LiveChat Tag to Check Email Status to Assign Pipedrive Person Owner

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LiveChat Tag to Check Email Status to Update Pipedrive Person Field

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LiveChat Tag to Send Email to Update Pipedrive Deal Stage

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LiveChat Tag to Send Email to Schedule Pipedrive Activity

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LiveChat Tag to Send Email to Add a Pipedrive Deal

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LiveChat Tag to Send Email to Assign Pipedrive Person Owner

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LiveChat Tag to Send Email to Update Pipedrive Person Field

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LiveChat Tag to Check Email Status to Assign Pipedrive Person Owner

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LiveChat Tag to Check Email Status to Update Pipedrive Person Field

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LiveChat Tag to Check Pipedrive Person Field to Send Email

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LiveChat Tag to Add a Pipedrive Deal to Send Email

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LiveChat Tag to Update Pipedrive Deal Stage to Send Email

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LiveChat Tag to Send Email to Schedule Pipedrive Activity

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LiveChat Tag to Update Pipedrive Person Field to Send Email

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LiveChat Tag to Check Email Status to Update Pipedrive Deal Stage

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LiveChat Tag to Send Email to Update Pipedrive Deal Stage

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LiveChat Tag to Check Email Status to Schedule Pipedrive Activity

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LiveChat Tag to Send Email to Add a Pipedrive Deal

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LiveChat Tag to Check Pipedrive Deal Stage to Send Email

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LiveChat Tag to Schedule Pipedrive Activity to Send Email

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LiveChat Tag to Check Email Status to Add a Pipedrive Deal

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LiveChat Tag to Assign Pipedrive Person Owner to Send Email

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LiveChat Tag to Send Email to Assign Pipedrive Person Owner

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LiveChat Tag to Send Email to Update Pipedrive Person Field

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Showing 34 journey ideas for Pipedrive, LiveChat and Email

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, LiveChat integration and the Email 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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 Email
Send a contact a personalized marketing or transactional email.

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 Email.