Pipedrive + Page Visit Tracking + Help Scout integration

Use Autopilot to create journeys that use the Pipedrive, Page Visit Tracking and Help Scout integrations.

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Marketing Automation ideas to integrate Pipedrive, Page Visit Tracking and Help Scout.

Help Scout Create Conversation to Has Visited Page to Add a Pipedrive Deal

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Help Scout Tag to Has Visited Page to Add a Pipedrive Deal

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Help Scout Satisfaction Rating to Has Visited Page to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Has Visited Page to Add a Pipedrive Deal

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Help Scout Satisfaction Rating to Has Visited Page to Update Pipedrive Person Field

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Help Scout Tag to Has Visited Page to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Has Visited Page to Update Pipedrive Person Field

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Page Visited to Has Visited Page to Update Pipedrive Deal Stage

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Help Scout Create Conversation to Has Visited Page to Update Pipedrive Deal Stage

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Page Visited to Has Visited Page to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Has Visited Page to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Has Visited Page to Update Pipedrive Deal Stage

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Help Scout Tag to Has Visited Page to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Has Visited Page to Update Pipedrive Person Field

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Pipedrive Deal Status Match to Has Visited Page to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Has Visited Page to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Has Visited Page to Add a Pipedrive Deal

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Pipedrive Deal Status Match to Has Visited Page to Update Pipedrive Deal Stage

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Help Scout Satisfaction Rating to Has Visited Page to Update Pipedrive Deal Stage

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Person Field Match to Has Visited Page to Add a Pipedrive Deal

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Showing 20 journey ideas for Pipedrive, Page Visit Tracking and Help Scout

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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

About the Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Page Visit Tracking integration and the Help Scout 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.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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, Page Visit Tracking and Help Scout.