Pipedrive + NationBuilder + Segment integration

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

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Marketing Automation ideas to integrate Pipedrive, NationBuilder and Segment.

Added to NationBuilder Nation List to Is a NationBuilder Donor? to Assign Pipedrive Person Owner

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Person Field Match to Is a NationBuilder Donor? to Add a Pipedrive Deal

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Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Send Segment Event

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NationBuilder Membership Status to Send Segment Event to Add a Pipedrive Deal

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NationBuilder Membership Status to Send Segment Event to Schedule Pipedrive Activity

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Added to NationBuilder Nation List to Is a NationBuilder Donor? to Update Pipedrive Deal Stage

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Segment Event to Is a NationBuilder Donor? to Update Pipedrive Person Field

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NationBuilder Membership Status to Add a Pipedrive Deal to Send Segment Event

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NationBuilder Membership Status to Send Segment Event to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Add a Pipedrive Deal

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Segment Event to Is a NationBuilder Donor? to Add a Pipedrive Deal

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New NationBuilder Person Tag to Send Segment Event to Schedule Pipedrive Activity

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New NationBuilder Person Tag to Schedule Pipedrive Activity to Send Segment Event

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Segment Event to Is a NationBuilder Donor? to Assign Pipedrive Person Owner

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Person Field Match to Is a NationBuilder Donor? to Assign Pipedrive Person Owner

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Person Field Match to Is a NationBuilder Donor? to Send Segment Event

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Pipedrive Deal Status Match to Is a NationBuilder Donor? to Schedule Pipedrive Activity

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NationBuilder Membership Status to Is a NationBuilder Donor? to Update Pipedrive Deal Stage

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New NationBuilder Donor to Assign Pipedrive Person Owner to Send Segment Event

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Added to NationBuilder Nation List to Send Segment Event to Update Pipedrive Deal Stage

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Showing 20 journey ideas for Pipedrive, NationBuilder and Segment

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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, NationBuilder integration and the Segment 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.
Segment Event
Add a contact to a journey when they perform a Segment 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.
Send Segment Event
Send a contextual Segment Event.

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 Segment.