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 Check Pipedrive Deal Field to Send Sendgrid Transactional Email
Recurly Subscription to Send Sendgrid Transactional Email to Update Pipedrive Deal
Recurly Subscription to Send Sendgrid Transactional Email to Update Pipedrive Deal Field
Recurly Subscription to Update Pipedrive Person Field to Send Sendgrid Transactional Email
Recurly Subscription to Send Sendgrid Transactional Email to Update Pipedrive Person Field
Recurly Subscription to Update Pipedrive Deal to Send Sendgrid Transactional Email
Recurly Subscription to Add Pipedrive Deal to Send Sendgrid Transactional Email
Recurly Subscription to Send Sendgrid Transactional Email to Assign Pipedrive Person Owner
Recurly Subscription to Check Pipedrive Person Field to Send Sendgrid Transactional Email
Recurly Subscription to Send Sendgrid Transactional Email to Add Pipedrive Note
Recurly Subscription to Add Pipedrive Note to Send Sendgrid Transactional Email
Recurly Subscription to Assign Pipedrive Person Owner to Send Sendgrid Transactional Email
Recurly Subscription to Send Sendgrid Transactional Email to Schedule Pipedrive Activity
Recurly Subscription to Schedule Pipedrive Activity to Send Sendgrid Transactional Email
Recurly Subscription to Send Sendgrid Transactional Email to Add Pipedrive Deal
Recurly Subscription to Check Pipedrive Deal Stage to Send Sendgrid Transactional Email
Recurly Subscription to Update Pipedrive Deal Field to Send Sendgrid Transactional Email
Showing 17 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
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.
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).
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.
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.
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