Pipedrive + Lob + Freshdesk integration
Use Autopilot to create journeys that use the Pipedrive, Lob and Freshdesk integrations.
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Marketing Automation ideas to integrate Pipedrive, Lob and Freshdesk.
Freshdesk Contact Updated to Mail Lob Postcard to Schedule Pipedrive Activity
Freshdesk Ticket Updated to Update Pipedrive Person Field to Mail Lob Postcard
Pipedrive Deal Stage Match to Mail Lob Postcard to Update Pipedrive Person Field
Pipedrive Deal Status Match to Mail Lob Postcard to Add Pipedrive Deal
Freshdesk Contact Updated to Mail Lob Postcard to Assign Pipedrive Person Owner
Freshdesk New Contact to Mail Lob Postcard to Update Pipedrive Person Field
Pipedrive Deal Stage Match to Add Pipedrive Deal to Mail Lob Postcard
Freshdesk Contact Updated to Mail Lob Postcard to Update Pipedrive Person Field
Create New Freshdesk Ticket to Mail Lob Postcard to Update Pipedrive Person Field
Freshdesk New Contact to Check Pipedrive Person Field to Mail Lob Postcard
New Freshdesk Ticket to Mail Lob Postcard to Update Pipedrive Person Field
Person Field Match to Mail Lob Postcard to Update Pipedrive Person Field
Freshdesk New Contact to Update Pipedrive Deal Stage to Mail Lob Postcard
New Freshdesk Ticket to Update Pipedrive Deal Stage to Mail Lob Postcard
New Freshdesk Ticket to Mail Lob Postcard to Schedule Pipedrive Activity
Freshdesk Contact Updated to Mail Lob Postcard to Update Pipedrive Deal Stage
Freshdesk New Contact to Mail Lob Postcard to Assign Pipedrive Person Owner
New Freshdesk Ticket to Check Pipedrive Deal Stage to Mail Lob Postcard
Freshdesk Ticket Updated to Check Pipedrive Deal Stage to Mail Lob Postcard
Create New Freshdesk Ticket to Mail Lob Postcard to Schedule Pipedrive Activity
Showing 20 journey ideas for Pipedrive, Lob and Freshdesk
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 Freshdesk integration
Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Lob integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
Journey Actions
Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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 Freshdesk.
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