Pipedrive + LiveChat + Page Visit Tracking integration

Use Autopilot to create journeys that use the Pipedrive, LiveChat and Page Visit Tracking integrations.

Marketing Automation ideas to integrate Pipedrive, LiveChat and Page Visit Tracking.

LiveChat Tag to Has Visited Page to Update Pipedrive Deal Stage

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LiveChat Tag to Has Visited Page to Schedule Pipedrive Activity

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LiveChat Tag to Has Visited Page to Add a Pipedrive Deal

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LiveChat Tag to Has Visited Page to Assign Pipedrive Person Owner

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LiveChat Tag to Has Visited Page to Update Pipedrive Person Field

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LiveChat Tag to Has Visited Page to Schedule Pipedrive Activity

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LiveChat Tag to Has Visited Page to Assign Pipedrive Person Owner

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LiveChat Tag to Has Visited Page to Add a Pipedrive Deal

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LiveChat Tag to Has Visited Page to Update Pipedrive Person Field

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LiveChat Tag to Has Visited Page to Update Pipedrive Deal Stage

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Showing 10 journey ideas for Pipedrive, LiveChat and Page Visit Tracking

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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, LiveChat integration and the Page Visit Tracking 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.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other 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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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.

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 Page Visit Tracking.