Pipedrive + NationBuilder + Salesforce integration

Use Autopilot to create journeys that use the Pipedrive, NationBuilder and Salesforce integrations.

Upcoming

Marketing Automation ideas to integrate Pipedrive, NationBuilder and Salesforce.

NationBuilder Membership Status to Check Pipedrive Person Field to Add Salesforce Task

Try this free

New NationBuilder Person Tag to Update Pipedrive Deal to Assign Salesforce Lead to Group

Try this free

Added to NationBuilder Nation List to Check Salesforce Field to Add Pipedrive Note

Try this free

New NationBuilder Donor to Add Pipedrive Note to Update Salesforce Field

Try this free

New NationBuilder Donor to Create Salesforce Opportunity to Schedule Pipedrive Activity

Try this free

Added to NationBuilder Nation List to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

Try this free

New NationBuilder Donor to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

Try this free

NationBuilder Membership Status to Check Pipedrive Deal Field to Create Salesforce Opportunity

Try this free

Added to NationBuilder Nation List to Add Pipedrive Note to Update Salesforce Field

Try this free

New NationBuilder Donor to Update Pipedrive Deal to Assign Salesforce Lead to Group

Try this free

New NationBuilder Person Tag to Update Pipedrive Person Field to Assign Salesforce Lead to Group

Try this free

NationBuilder Membership Status to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

Try this free

NationBuilder Membership Status to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

Try this free

NationBuilder Membership Status to Add Salesforce Task to Schedule Pipedrive Activity

Try this free

NationBuilder Membership Status to Is a NationBuilder Donor? to Schedule Pipedrive Activity

Try this free

NationBuilder Membership Status to Update Pipedrive Deal Field to Assign Salesforce Lead

Try this free

New NationBuilder Person Tag to Add Pipedrive Deal to Assign Salesforce Lead to Group

Try this free

NationBuilder Membership Status to Add Pipedrive Note to Assign Salesforce Lead to Group

Try this free

New NationBuilder Person Tag to Create Salesforce Opportunity to Add Pipedrive Deal

Try this free

Added to NationBuilder Nation List to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

Try this free

Showing 20 journey ideas for Pipedrive, NationBuilder and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, NationBuilder integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

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.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Salesforce.