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 Stage Match to Has Submitted Form to Mail Lob Postcard
Pipedrive Deal Status Match to Has Submitted Form to Mail Lob Postcard
Form Submitted to Update Pipedrive Deal Stage to Mail Lob Postcard
Form Submitted to Check Pipedrive Person Field to Mail Lob Postcard
Form Submitted to Schedule Pipedrive Activity to Mail Lob Postcard
Form Submitted to Check Pipedrive Deal Stage to Mail Lob Postcard
Form Submitted to Add a Pipedrive Deal to Mail Lob Postcard
Form Submitted to Assign Pipedrive Person Owner to Mail Lob Postcard
Form Submitted to Update Pipedrive Person Field to Mail Lob Postcard
Form Submitted to Mail Lob Postcard to Update Pipedrive Deal Stage
Form Submitted to Mail Lob Postcard to Schedule Pipedrive Activity
Form Submitted to Mail Lob Postcard to Add a Pipedrive Deal
Form Submitted to Mail Lob Postcard to Assign Pipedrive Person Owner
Form Submitted to Mail Lob Postcard to Update Pipedrive Person Field
Person Field Match to Check Pipedrive Deal Stage to Mail Lob Postcard
Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Mail Lob Postcard
Person Field Match to Has Submitted Form to Mail Lob Postcard
Pipedrive Deal Status Match to Update Pipedrive Person Field to Mail Lob Postcard
Person Field Match to Mail Lob Postcard to Add a Pipedrive Deal
Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Mail Lob Postcard
Person Field Match to Mail Lob Postcard to Update Pipedrive Deal Stage
Pipedrive Deal Status Match to Mail Lob Postcard to Assign Pipedrive Person Owner
Person Field Match to Update Pipedrive Person Field to Mail Lob Postcard
Person Field Match to Check Pipedrive Person Field to Mail Lob Postcard
Pipedrive Deal Status Match to Check Pipedrive Person Field to Mail Lob Postcard
Form Submitted to Update Pipedrive Person Field to Mail Lob Postcard
Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Mail Lob Postcard
Pipedrive Deal Status Match to Add a Pipedrive Deal to Mail Lob Postcard
Person Field Match to Mail Lob Postcard to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Mail Lob Postcard
Person Field Match to Add a Pipedrive Deal to Mail Lob Postcard
Pipedrive Deal Stage Match to Mail Lob Postcard to Update Pipedrive Person Field
Form Submitted to Update Pipedrive Deal Stage to Mail Lob Postcard
Form Submitted to Schedule Pipedrive Activity to Mail Lob Postcard
Showing 35 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
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.
Form Submitted
Add a contact to a journey when they submit a form.
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 Submitted Form
Check if a contact has previously submitted a specific form.
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.
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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