Pipedrive + Salesforce Integration

Use Autopilot to automate and integrate Pipedrive and Salesforce.

Marketing Automation ideas to integrate Pipedrive and Salesforce

Salesforce Field Changed to Add to Google Ads Audience to Add Pipedrive Deal

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Salesforce Field Changed to Assign Pipedrive Person Owner

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Salesforce Field Changed to Add Pipedrive Note

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Pipedrive Deal Status Match to Send Email to Set Salesforce Campaign Member Status

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Intercom Tag to Update Pipedrive Deal

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Drift Goal Reached to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Salesforce Field Changed to Update Pipedrive Deal Field

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Recurly Subscription to Update Salesforce Field

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Person Field Match to Update Pipedrive Deal Field to Create Salesforce Opportunity

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Email Activity to Add Pipedrive Note to Create Salesforce Opportunity

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Salesforce Field Changed to Update Pipedrive Person Field to Assign Salesforce Lead

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Person Field Match to Set Salesforce Campaign Member Status

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Page Visited to Update Salesforce Field

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Salesforce Field Changed to Update Pipedrive Person Field

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Recurly Subscription to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Update Pipedrive Deal Field

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Person Field Match to Update Salesforce Field

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Person Field Match to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Salesforce Field to Add Pipedrive Note

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Showing 20 of 6197 Marketing Automation ideas using Autopilot's Pipedrive and Salesforce integration.

About Pipedrive

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 Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Pipedrive integration.

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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field 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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 and Salesforce.