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 Person Field
LiveChat Tag to Has Visited Page to Update Pipedrive Deal
LiveChat Tag to Has Visited Page to Assign Pipedrive Person Owner
LiveChat Tag to Has Visited Page to Schedule Pipedrive Activity
LiveChat Tag to Has Visited Page to Add Pipedrive Deal
LiveChat Tag to Has Visited Page to Add Pipedrive Note
LiveChat Tag to Has Visited Page to Update Pipedrive Deal Field
LiveChat Tag to Has Visited Page to Add Pipedrive Note
LiveChat Tag to Has Visited Page to Assign Pipedrive Person Owner
LiveChat Tag to Has Visited Page to Update Pipedrive Person Field
LiveChat Tag to Has Visited Page to Update Pipedrive Deal
LiveChat Tag to Has Visited Page to Schedule Pipedrive Activity
LiveChat Tag to Has Visited Page to Add Pipedrive Deal
LiveChat Tag to Has Visited Page to Update Pipedrive Deal Field
Showing 14 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
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.
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 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).
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 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.
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.
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