Pipedrive + Salesforce + Timers integration

Use Autopilot to create journeys that use the Pipedrive, Salesforce and Timers integrations.

Marketing Automation ideas to integrate Pipedrive, Salesforce and Timers.

Person Field Match to Create Salesforce Opportunity to Add Delay

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Person Field Match to Assign Salesforce Lead to Add Delay

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Person Field Match to Set Salesforce Campaign Member Status to Add Delay

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Person Field Match to Add Salesforce Task to Add Delay

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Person Field Match to Check Salesforce Field to Add Delay

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Person Field Match to Check Salesforce Campaign Member Status to Add Delay

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Person Field Match to Assign Salesforce Lead to Group to Add Delay

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Person Field Match to Update Salesforce Field to Add Delay

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Person Field Match to Add Delay to Create Salesforce Opportunity

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Person Field Match to Add Delay to Assign Salesforce Lead

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Person Field Match to Add Delay to Set Salesforce Campaign Member Status

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Person Field Match to Add Delay to Add Salesforce Task

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Person Field Match to Add Delay to Assign Salesforce Lead to Group

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Person Field Match to Add Delay to Update Salesforce Field

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Pipedrive Deal Status Match to Create Salesforce Opportunity to Add Delay

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Pipedrive Deal Status Match to Assign Salesforce Lead to Add Delay

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Pipedrive Deal Status Match to Set Salesforce Campaign Member Status to Add Delay

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Pipedrive Deal Status Match to Add Salesforce Task to Add Delay

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Pipedrive Deal Status Match to Check Salesforce Field to Add Delay

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Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Add Delay

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Pipedrive Deal Status Match to Assign Salesforce Lead to Group to Add Delay

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Pipedrive Deal Status Match to Update Salesforce Field to Add Delay

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Pipedrive Deal Status Match to Add Delay to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Add Delay to Assign Salesforce Lead

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Pipedrive Deal Status Match to Add Delay to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Add Delay to Add Salesforce Task

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Pipedrive Deal Status Match to Add Delay to Assign Salesforce Lead to Group

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Pipedrive Deal Status Match to Add Delay to Update Salesforce Field

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Pipedrive Deal Stage Match to Create Salesforce Opportunity to Add Delay

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Add Delay

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Add Delay

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Pipedrive Deal Stage Match to Add Salesforce Task to Add Delay

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Pipedrive Deal Stage Match to Check Salesforce Field to Add Delay

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Pipedrive Deal Stage Match to Check Salesforce Campaign Member Status to Add Delay

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Add Delay

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Pipedrive Deal Stage Match to Update Salesforce Field to Add Delay

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Pipedrive Deal Stage Match to Add Delay to Create Salesforce Opportunity

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Pipedrive Deal Stage Match to Add Delay to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Add Delay to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Add Delay to Add Salesforce Task

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Pipedrive Deal Stage Match to Add Delay to Assign Salesforce Lead to Group

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Pipedrive Deal Stage Match to Add Delay to Update Salesforce Field

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Salesforce Campaign Trigger to Update Pipedrive Person Field to Add Delay

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Salesforce Campaign Trigger to Update Pipedrive Deal to Add Delay

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Salesforce Campaign Trigger to Check Pipedrive Person Field to Add Delay

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Salesforce Campaign Trigger to Check Pipedrive Deal Stage to Add Delay

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Salesforce Campaign Trigger to Assign Pipedrive Person Owner to Add Delay

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Salesforce Campaign Trigger to Schedule Pipedrive Activity to Add Delay

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Salesforce Campaign Trigger to Add Pipedrive Deal to Add Delay

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Salesforce Campaign Trigger to Add Pipedrive Note to Add Delay

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Salesforce Campaign Trigger to Update Pipedrive Deal Field to Add Delay

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Salesforce Campaign Trigger to Check Pipedrive Deal Field to Add Delay

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Salesforce Campaign Trigger to Add Delay to Update Pipedrive Person Field

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Salesforce Campaign Trigger to Add Delay to Update Pipedrive Deal

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Salesforce Campaign Trigger to Add Delay to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Add Delay to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Add Delay to Add Pipedrive Deal

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Salesforce Campaign Trigger to Add Delay to Add Pipedrive Note

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Salesforce Campaign Trigger to Add Delay to Update Pipedrive Deal Field

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Salesforce Field Changed to Update Pipedrive Person Field to Add Delay

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Salesforce Field Changed to Update Pipedrive Deal to Add Delay

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Salesforce Field Changed to Check Pipedrive Person Field to Add Delay

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Salesforce Field Changed to Check Pipedrive Deal Stage to Add Delay

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Salesforce Field Changed to Assign Pipedrive Person Owner to Add Delay

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Salesforce Field Changed to Schedule Pipedrive Activity to Add Delay

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Salesforce Field Changed to Add Pipedrive Deal to Add Delay

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Salesforce Field Changed to Add Pipedrive Note to Add Delay

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Salesforce Field Changed to Update Pipedrive Deal Field to Add Delay

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Salesforce Field Changed to Check Pipedrive Deal Field to Add Delay

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Salesforce Field Changed to Add Delay to Update Pipedrive Person Field

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Salesforce Field Changed to Add Delay to Update Pipedrive Deal

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Salesforce Field Changed to Add Delay to Assign Pipedrive Person Owner

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Salesforce Field Changed to Add Delay to Schedule Pipedrive Activity

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Salesforce Field Changed to Add Delay to Add Pipedrive Deal

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Salesforce Field Changed to Add Delay to Add Pipedrive Note

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Salesforce Field Changed to Add Delay to Update Pipedrive Deal Field

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Time Trigger to Update Pipedrive Person Field to Create Salesforce Opportunity

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Time Trigger to Update Pipedrive Person Field to Assign Salesforce Lead

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Time Trigger to Update Pipedrive Person Field to Set Salesforce Campaign Member Status

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Time Trigger to Update Pipedrive Person Field to Add Salesforce Task

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Time Trigger to Update Pipedrive Person Field to Assign Salesforce Lead to Group

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Time Trigger to Update Pipedrive Person Field to Update Salesforce Field

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Time Trigger to Update Pipedrive Deal to Create Salesforce Opportunity

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Time Trigger to Update Pipedrive Deal to Assign Salesforce Lead

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Time Trigger to Update Pipedrive Deal to Set Salesforce Campaign Member Status

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Time Trigger to Update Pipedrive Deal to Add Salesforce Task

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Time Trigger to Update Pipedrive Deal to Assign Salesforce Lead to Group

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Time Trigger to Update Pipedrive Deal to Update Salesforce Field

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Time Trigger to Check Pipedrive Person Field to Create Salesforce Opportunity

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Time Trigger to Check Pipedrive Person Field to Assign Salesforce Lead

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Time Trigger to Check Pipedrive Person Field to Set Salesforce Campaign Member Status

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Time Trigger to Check Pipedrive Person Field to Add Salesforce Task

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Time Trigger to Check Pipedrive Person Field to Assign Salesforce Lead to Group

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Time Trigger to Check Pipedrive Person Field to Update Salesforce Field

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Time Trigger to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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Time Trigger to Check Pipedrive Deal Stage to Assign Salesforce Lead

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Time Trigger to Check Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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Time Trigger to Check Pipedrive Deal Stage to Add Salesforce Task

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Time Trigger to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Time Trigger to Check Pipedrive Deal Stage to Update Salesforce Field

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Time Trigger to Assign Pipedrive Person Owner to Create Salesforce Opportunity

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Time Trigger to Assign Pipedrive Person Owner to Assign Salesforce Lead

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Time Trigger to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

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Time Trigger to Assign Pipedrive Person Owner to Add Salesforce Task

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Time Trigger to Assign Pipedrive Person Owner to Assign Salesforce Lead to Group

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Time Trigger to Assign Pipedrive Person Owner to Update Salesforce Field

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Time Trigger to Schedule Pipedrive Activity to Create Salesforce Opportunity

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Time Trigger to Schedule Pipedrive Activity to Assign Salesforce Lead

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Time Trigger to Schedule Pipedrive Activity to Set Salesforce Campaign Member Status

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Time Trigger to Schedule Pipedrive Activity to Add Salesforce Task

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Time Trigger to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

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Time Trigger to Schedule Pipedrive Activity to Update Salesforce Field

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Time Trigger to Add Pipedrive Deal to Create Salesforce Opportunity

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Time Trigger to Add Pipedrive Deal to Assign Salesforce Lead

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Time Trigger to Add Pipedrive Deal to Set Salesforce Campaign Member Status

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Time Trigger to Add Pipedrive Deal to Add Salesforce Task

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Time Trigger to Add Pipedrive Deal to Assign Salesforce Lead to Group

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Time Trigger to Add Pipedrive Deal to Update Salesforce Field

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Time Trigger to Add Pipedrive Note to Create Salesforce Opportunity

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Time Trigger to Add Pipedrive Note to Assign Salesforce Lead

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Time Trigger to Add Pipedrive Note to Set Salesforce Campaign Member Status

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Time Trigger to Add Pipedrive Note to Add Salesforce Task

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Time Trigger to Add Pipedrive Note to Assign Salesforce Lead to Group

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Time Trigger to Add Pipedrive Note to Update Salesforce Field

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Time Trigger to Update Pipedrive Deal Field to Create Salesforce Opportunity

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Time Trigger to Update Pipedrive Deal Field to Assign Salesforce Lead

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Time Trigger to Update Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Time Trigger to Update Pipedrive Deal Field to Add Salesforce Task

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Time Trigger to Update Pipedrive Deal Field to Assign Salesforce Lead to Group

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Time Trigger to Update Pipedrive Deal Field to Update Salesforce Field

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Time Trigger to Check Pipedrive Deal Field to Create Salesforce Opportunity

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Time Trigger to Check Pipedrive Deal Field to Assign Salesforce Lead

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Time Trigger to Check Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Time Trigger to Check Pipedrive Deal Field to Add Salesforce Task

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Time Trigger to Check Pipedrive Deal Field to Assign Salesforce Lead to Group

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Time Trigger to Check Pipedrive Deal Field to Update Salesforce Field

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Time Trigger to Create Salesforce Opportunity to Update Pipedrive Person Field

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Time Trigger to Create Salesforce Opportunity to Update Pipedrive Deal

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Time Trigger to Create Salesforce Opportunity to Assign Pipedrive Person Owner

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Time Trigger to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Time Trigger to Create Salesforce Opportunity to Add Pipedrive Deal

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Time Trigger to Create Salesforce Opportunity to Add Pipedrive Note

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Time Trigger to Create Salesforce Opportunity to Update Pipedrive Deal Field

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Time Trigger to Assign Salesforce Lead to Update Pipedrive Person Field

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Time Trigger to Assign Salesforce Lead to Update Pipedrive Deal

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Time Trigger to Assign Salesforce Lead to Assign Pipedrive Person Owner

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Time Trigger to Assign Salesforce Lead to Schedule Pipedrive Activity

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Time Trigger to Assign Salesforce Lead to Add Pipedrive Deal

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Time Trigger to Assign Salesforce Lead to Add Pipedrive Note

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Time Trigger to Assign Salesforce Lead to Update Pipedrive Deal Field

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Time Trigger to Set Salesforce Campaign Member Status to Update Pipedrive Person Field

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Time Trigger to Set Salesforce Campaign Member Status to Update Pipedrive Deal

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Time Trigger to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Time Trigger to Set Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Time Trigger to Set Salesforce Campaign Member Status to Add Pipedrive Deal

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Time Trigger to Set Salesforce Campaign Member Status to Add Pipedrive Note

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Time Trigger to Set Salesforce Campaign Member Status to Update Pipedrive Deal Field

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Time Trigger to Add Salesforce Task to Update Pipedrive Person Field

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Time Trigger to Add Salesforce Task to Update Pipedrive Deal

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Time Trigger to Add Salesforce Task to Assign Pipedrive Person Owner

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Time Trigger to Add Salesforce Task to Schedule Pipedrive Activity

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Time Trigger to Add Salesforce Task to Add Pipedrive Deal

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Time Trigger to Add Salesforce Task to Add Pipedrive Note

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Time Trigger to Add Salesforce Task to Update Pipedrive Deal Field

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Time Trigger to Check Salesforce Field to Update Pipedrive Person Field

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Time Trigger to Check Salesforce Field to Update Pipedrive Deal

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Time Trigger to Check Salesforce Field to Assign Pipedrive Person Owner

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Time Trigger to Check Salesforce Field to Schedule Pipedrive Activity

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Time Trigger to Check Salesforce Field to Add Pipedrive Deal

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Time Trigger to Check Salesforce Field to Add Pipedrive Note

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Time Trigger to Check Salesforce Field to Update Pipedrive Deal Field

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Time Trigger to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

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Time Trigger to Check Salesforce Campaign Member Status to Update Pipedrive Deal

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Time Trigger to Check Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Time Trigger to Check Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Time Trigger to Check Salesforce Campaign Member Status to Add Pipedrive Deal

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Time Trigger to Check Salesforce Campaign Member Status to Add Pipedrive Note

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Time Trigger to Check Salesforce Campaign Member Status to Update Pipedrive Deal Field

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Time Trigger to Assign Salesforce Lead to Group to Update Pipedrive Person Field

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Time Trigger to Assign Salesforce Lead to Group to Update Pipedrive Deal

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Time Trigger to Assign Salesforce Lead to Group to Assign Pipedrive Person Owner

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Time Trigger to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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Time Trigger to Assign Salesforce Lead to Group to Add Pipedrive Deal

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Time Trigger to Assign Salesforce Lead to Group to Add Pipedrive Note

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Time Trigger to Assign Salesforce Lead to Group to Update Pipedrive Deal Field

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Time Trigger to Update Salesforce Field to Update Pipedrive Person Field

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Time Trigger to Update Salesforce Field to Update Pipedrive Deal

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Time Trigger to Update Salesforce Field to Assign Pipedrive Person Owner

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Time Trigger to Update Salesforce Field to Schedule Pipedrive Activity

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Time Trigger to Update Salesforce Field to Add Pipedrive Deal

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Time Trigger to Update Salesforce Field to Add Pipedrive Note

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Time Trigger to Update Salesforce Field to Update Pipedrive Deal Field

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

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Time Trigger to Update Pipedrive Person Field to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Set Salesforce Campaign Member Status to Update Pipedrive Person Field

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Pipedrive Deal Status Match to Assign Salesforce Lead to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

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Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Update Salesforce Field

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Time Trigger to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Add Delay

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Time Trigger to Set Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Salesforce Field Changed to Add Pipedrive Deal to Add Salesforce Task

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Pipedrive Deal Status Match to Check Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Check Salesforce Field to Update Pipedrive Deal

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Person Field Match to Assign Pipedrive Person Owner to Create Salesforce Opportunity

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Salesforce Field Changed to Add Delay to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Check Salesforce Field to Update Pipedrive Deal Field

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Pipedrive Deal Status Match to Schedule Pipedrive Activity to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to Assign Pipedrive Person Owner

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Time Trigger to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

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Showing 212 journey ideas for Pipedrive, Salesforce and Timers

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 Salesforce integration

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.

About the Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Salesforce integration and the Timers 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.
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).
Time Trigger
Add contacts on a list to a journey at a particular date and time.

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.

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.
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.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.

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, Salesforce and Timers.