Pipedrive + NationBuilder + Heap integration
Use Autopilot to create journeys that use the Pipedrive, NationBuilder and Heap integrations.
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Marketing Automation ideas to integrate Pipedrive, NationBuilder and Heap.
Heap Event to Is a NationBuilder Donor? to Add Pipedrive Note
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Schedule Pipedrive Activity
NationBuilder Membership Status to Is a NationBuilder Donor? to Add Pipedrive Deal
Added to NationBuilder Nation List to Is a NationBuilder Donor? to Update Pipedrive Person Field
New NationBuilder Donor to Is a NationBuilder Donor? to Update Pipedrive Deal
New NationBuilder Donor to Is a NationBuilder Donor? to Schedule Pipedrive Activity
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Schedule Pipedrive Activity
Heap Event to Is a NationBuilder Donor? to Schedule Pipedrive Activity
Heap Event to Is a NationBuilder Donor? to Update Pipedrive Person Field
Added to NationBuilder Nation List to Is a NationBuilder Donor? to Schedule Pipedrive Activity
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
New NationBuilder Donor to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Add Pipedrive Deal
New NationBuilder Donor to Is a NationBuilder Donor? to Update Pipedrive Deal Field
Person Field Match to Is a NationBuilder Donor? to Update Pipedrive Deal Field
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Add Pipedrive Note
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Update Pipedrive Person Field
Heap Event to Is a NationBuilder Donor? to Add Pipedrive Deal
Person Field Match to Is a NationBuilder Donor? to Add Pipedrive Note
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Update Pipedrive Deal
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
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.
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 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).
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 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.
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.
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