Pipedrive + Segment Integration

Use Autopilot to automate and integrate Pipedrive and Segment.

Marketing Automation ideas to integrate Pipedrive and Segment

Add to Google Ads Audience to Assign Pipedrive Person Owner

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Heap Event to Send Segment Event to Update Pipedrive Deal Stage

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Person Field Match to Send Segment Event

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Segment Event to Check Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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Add to Google Ads Audience to Send Segment Event to Update Pipedrive Person Field

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Segment Event to Check Pipedrive Person Field to Send Segment Event

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Segment Event to Is on List or Segment to Assign Pipedrive Person Owner

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Person Field Match to Send Segment Event to Assign Pipedrive Person Owner

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Segment Event to Add a Pipedrive Deal

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Segment Event to Schedule Pipedrive Activity

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Segment Event to Assign Pipedrive Person Owner

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Segment Event to Schedule Pipedrive Activity

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Person Field Match to Send Segment Event

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Segment Event to Update Pipedrive Deal Stage

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Segment Event to Assign Pipedrive Person Owner

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Segment Event to Update Pipedrive Person Field

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Segment Event to Check Pipedrive Person Field to Send Segment Event

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Email Activity to Send Segment Event

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Pipedrive Deal Stage Match to Update Pipedrive Person Field to Send Segment Event

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Pipedrive Deal Status Match to Send Slack Message

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Showing 20 of 1331 Marketing Automation ideas using Autopilot's Pipedrive and Segment 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 Segment

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Pipedrive integration.

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.
Segment Event
Add a contact to a journey when they perform a Segment event.

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.

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 Segment Event
Send a contextual Segment Event.

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 Segment.