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 Ticket Updated to Mail Lob Postcard to Update Pipedrive Deal Field
Person Field Match to Check Pipedrive Deal Field to Mail Lob Postcard
Pipedrive Deal Stage Match to Mail Lob Postcard to Freshdesk Update Ticket
Pipedrive Deal Stage Match to Mail Lob Postcard to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Check Pipedrive Deal Field to Mail Lob Postcard
Create New Freshdesk Ticket to Update Pipedrive Person Field to Mail Lob Postcard
Create New Freshdesk Ticket to Mail Lob Postcard to Add Pipedrive Note
Freshdesk New Contact to Mail Lob Postcard to Add Pipedrive Deal
Freshdesk New Contact to Assign Pipedrive Person Owner to Mail Lob Postcard
New Freshdesk Ticket to Check Pipedrive Deal Stage to Mail Lob Postcard
Pipedrive Deal Status Match to Update Pipedrive Person Field to Mail Lob Postcard
Freshdesk New Contact to Mail Lob Postcard to Add Pipedrive Note
Freshdesk New Contact to Check Pipedrive Deal Stage to Mail Lob Postcard
Freshdesk Ticket Updated to Update Pipedrive Person Field to Mail Lob Postcard
Pipedrive Deal Stage Match to Mail Lob Postcard to Add Pipedrive Note
Freshdesk Contact Updated to Mail Lob Postcard to Assign Pipedrive Person Owner
Pipedrive Deal Status Match to Update Pipedrive Deal Field to Mail Lob Postcard
Pipedrive Deal Status Match to Mail Lob Postcard to Add Pipedrive Note
Freshdesk New Contact to Mail Lob Postcard to Update Pipedrive Person Field
Create New Freshdesk Ticket to Mail Lob Postcard to Update Pipedrive Person Field
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
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.
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 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).
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
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.
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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