Pipedrive + Recurly + Custom Fields integration

Use Autopilot to create journeys that use the Pipedrive, Recurly and Custom Fields integrations.

Marketing Automation ideas to integrate Pipedrive, Recurly and Custom Fields.

Recurly Subscription to Update Pipedrive Person Field to Update Field

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Recurly Subscription to Update Pipedrive Deal to Update Field

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Recurly Subscription to Check Pipedrive Person Field to Update Field

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Recurly Subscription to Check Pipedrive Deal Stage to Update Field

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Recurly Subscription to Assign Pipedrive Person Owner to Update Field

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Recurly Subscription to Schedule Pipedrive Activity to Update Field

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Recurly Subscription to Add Pipedrive Deal to Update Field

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Recurly Subscription to Add Pipedrive Note to Update Field

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Recurly Subscription to Update Pipedrive Deal Field to Update Field

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Recurly Subscription to Check Pipedrive Deal Field to Update Field

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Recurly Subscription to Update Field to Update Pipedrive Person Field

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Recurly Subscription to Update Field to Update Pipedrive Deal

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Recurly Subscription to Update Field to Assign Pipedrive Person Owner

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Recurly Subscription to Update Field to Schedule Pipedrive Activity

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Recurly Subscription to Update Field to Add Pipedrive Deal

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Recurly Subscription to Update Field to Add Pipedrive Note

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Recurly Subscription to Update Field to Update Pipedrive Deal Field

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Recurly Subscription to Check Field to Update Pipedrive Person Field

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Recurly Subscription to Check Field to Update Pipedrive Deal

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Recurly Subscription to Check Field to Assign Pipedrive Person Owner

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Recurly Subscription to Check Field to Schedule Pipedrive Activity

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Recurly Subscription to Check Field to Add Pipedrive Deal

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Recurly Subscription to Check Field to Add Pipedrive Note

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Recurly Subscription to Check Field to Update Pipedrive Deal Field

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Recurly Subscription to Check Field to Update Pipedrive Deal

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Recurly Subscription to Check Pipedrive Deal Field to Update Field

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Recurly Subscription to Update Pipedrive Person Field to Update Field

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Recurly Subscription to Update Field to Update Pipedrive Deal

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Recurly Subscription to Update Field to Update Pipedrive Person Field

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Recurly Subscription to Update Pipedrive Deal to Update Field

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Recurly Subscription to Check Field to Add Pipedrive Deal

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Recurly Subscription to Update Pipedrive Deal Field to Update Field

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Recurly Subscription to Check Field to Schedule Pipedrive Activity

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Recurly Subscription to Check Field to Update Pipedrive Person Field

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Recurly Subscription to Assign Pipedrive Person Owner to Update Field

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Recurly Subscription to Add Pipedrive Deal to Update Field

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Recurly Subscription to Update Field to Add Pipedrive Deal

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Recurly Subscription to Add Pipedrive Note to Update Field

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Recurly Subscription to Check Field to Assign Pipedrive Person Owner

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Recurly Subscription to Check Field to Update Pipedrive Deal Field

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Recurly Subscription to Update Field to Schedule Pipedrive Activity

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Recurly Subscription to Check Pipedrive Person Field to Update Field

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Recurly Subscription to Check Field to Add Pipedrive Note

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Recurly Subscription to Check Pipedrive Deal Stage to Update Field

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Showing 44 journey ideas for Pipedrive, Recurly and Custom Fields

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 Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Recurly integration and the Custom Fields 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.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Field Match
Add a contact to a journey when a particular field's value 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).
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Update Field
Update a 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, Recurly and Custom Fields.