Pipedrive + Recurly + Sendgrid integration

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

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Marketing Automation ideas to integrate Pipedrive, Recurly and Sendgrid.

Recurly Subscription to Send Sendgrid Transactional Email to Schedule Pipedrive Activity

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Recurly Subscription to Send Sendgrid Transactional Email to Assign Pipedrive Person Owner

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Recurly Subscription to Check Pipedrive Deal Stage to Send Sendgrid Transactional Email

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Recurly Subscription to Send Sendgrid Transactional Email to Update Pipedrive Deal Stage

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Recurly Subscription to Send Sendgrid Transactional Email to Add a Pipedrive Deal

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Recurly Subscription to Schedule Pipedrive Activity to Send Sendgrid Transactional Email

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Recurly Subscription to Check Pipedrive Person Field to Send Sendgrid Transactional Email

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Recurly Subscription to Update Pipedrive Deal Stage to Send Sendgrid Transactional Email

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Recurly Subscription to Assign Pipedrive Person Owner to Send Sendgrid Transactional Email

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Recurly Subscription to Send Sendgrid Transactional Email to Update Pipedrive Person Field

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Recurly Subscription to Update Pipedrive Person Field to Send Sendgrid Transactional Email

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Recurly Subscription to Add a Pipedrive Deal to Send Sendgrid Transactional Email

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Showing 12 journey ideas for Pipedrive, Recurly and Sendgrid

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Recurly integration and the Sendgrid 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.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.

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.

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 Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Sendgrid.