Pipedrive + NationBuilder + Heap integration
Use Autopilot to create journeys that use the Pipedrive, NationBuilder and Heap integrations.
Upcoming
Marketing Automation ideas to integrate Pipedrive, NationBuilder and Heap.
Person Field Match to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
Added to NationBuilder Nation List to Is a NationBuilder Donor? to Schedule Pipedrive Activity
New NationBuilder Person Tag to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
Person Field Match to Is a NationBuilder Donor? to Update Pipedrive Person Field
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Add a Pipedrive Deal
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Update Pipedrive Person Field
New NationBuilder Person Tag to Is a NationBuilder Donor? to Add a Pipedrive Deal
New NationBuilder Person Tag to Is a NationBuilder Donor? to Schedule Pipedrive Activity
New NationBuilder Donor to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
New NationBuilder Donor to Is a NationBuilder Donor? to Update Pipedrive Person Field
New NationBuilder Donor to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
Added to NationBuilder Nation List to Is a NationBuilder Donor? to Add a Pipedrive Deal
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
NationBuilder Membership Status to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
New NationBuilder Person Tag to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
Heap Event to Is a NationBuilder Donor? to Schedule Pipedrive Activity
New NationBuilder Donor to Is a NationBuilder Donor? to Schedule Pipedrive Activity
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
Heap Event to Is a NationBuilder Donor? to Update Pipedrive Person Field
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Schedule Pipedrive Activity
Showing 20 journey ideas for Pipedrive, NationBuilder and Heap
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 NationBuilder integration
NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.
About the Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, NationBuilder integration and the Heap 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.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
Heap Event
Add a contact to a journey when they perform a Heap event.
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.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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.
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, NationBuilder and Heap.
Sort by
Sort by
Browse categories
Browse categories
- All
- Forms
- Ads
- CRM
- SMS
- E-Commerce
- API
- Lead Nurturing
- Email Marketing
- Optimization & Testing
- Support & Helpdesk
- Surveys & NPS
- Print Mail
- Events & Webinars
- Analytics & Events
- Website CMS & Landing Page Builders
- Productivity
- Electronic Signatures and Document Management
- Live Chat and Messaging
- Internal Notifications
