Pipedrive + Lob + Forms integration
Use Autopilot to create journeys that use the Pipedrive, Lob and Forms integrations.
Marketing Automation ideas to integrate Pipedrive, Lob and Forms.
Person Field Match to Has Submitted Form to Mail Lob Postcard
Pipedrive Deal Status Match to Has Submitted Form to Mail Lob Postcard
Pipedrive Deal Stage Match to Has Submitted Form to Mail Lob Postcard
Form Submitted to Update Pipedrive Person Field to Mail Lob Postcard
Form Submitted to Update Pipedrive Deal to Mail Lob Postcard
Form Submitted to Check Pipedrive Person Field to Mail Lob Postcard
Form Submitted to Check Pipedrive Deal Stage to Mail Lob Postcard
Form Submitted to Assign Pipedrive Person Owner to Mail Lob Postcard
Form Submitted to Schedule Pipedrive Activity to Mail Lob Postcard
Form Submitted to Add Pipedrive Deal to Mail Lob Postcard
Form Submitted to Add Pipedrive Note to Mail Lob Postcard
Form Submitted to Update Pipedrive Deal Field to Mail Lob Postcard
Form Submitted to Check Pipedrive Deal Field to Mail Lob Postcard
Form Submitted to Mail Lob Postcard to Update Pipedrive Person Field
Form Submitted to Mail Lob Postcard to Update Pipedrive Deal
Form Submitted to Mail Lob Postcard to Assign Pipedrive Person Owner
Form Submitted to Mail Lob Postcard to Schedule Pipedrive Activity
Form Submitted to Mail Lob Postcard to Add Pipedrive Deal
Form Submitted to Mail Lob Postcard to Add Pipedrive Note
Form Submitted to Mail Lob Postcard to Update Pipedrive Deal Field
Person Field Match to Mail Lob Postcard to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Update Pipedrive Deal Field to Mail Lob Postcard
Person Field Match to Schedule Pipedrive Activity to Mail Lob Postcard
Pipedrive Deal Status Match to Check Pipedrive Deal Field to Mail Lob Postcard
Pipedrive Deal Stage Match to Mail Lob Postcard to Add Pipedrive Deal
Form Submitted to Mail Lob Postcard to Assign Pipedrive Person Owner
Person Field Match to Update Pipedrive Deal Field to Mail Lob Postcard
Person Field Match to Mail Lob Postcard to Schedule Pipedrive Activity
Person Field Match to Update Pipedrive Person Field to Mail Lob Postcard
Pipedrive Deal Status Match to Add Pipedrive Note to Mail Lob Postcard
Pipedrive Deal Status Match to Mail Lob Postcard to Assign Pipedrive Person Owner
Form Submitted to Schedule Pipedrive Activity to Mail Lob Postcard
Form Submitted to Check Pipedrive Deal Field to Mail Lob Postcard
Form Submitted to Update Pipedrive Deal to Mail Lob Postcard
Form Submitted to Assign Pipedrive Person Owner to Mail Lob Postcard
Pipedrive Deal Stage Match to Add Pipedrive Note to Mail Lob Postcard
Form Submitted to Mail Lob Postcard to Add Pipedrive Note
Pipedrive Deal Stage Match to Update Pipedrive Person Field to Mail Lob Postcard
Person Field Match to Mail Lob Postcard to Update Pipedrive Deal Field
Form Submitted to Check Pipedrive Deal Stage to Mail Lob Postcard
Showing 40 journey ideas for Pipedrive, Lob and Forms
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 Lob integration
Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.
About the Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Lob integration and the Forms 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.
Form Submitted
Add a contact to a journey when they submit a form.
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 Submitted Form
Check if a contact has previously submitted a specific form.
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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
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, Lob and Forms.
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