Pipedrive + Segment Integration

Use Autopilot to automate and integrate Pipedrive and Segment.

Marketing Automation ideas to integrate Pipedrive and Segment

Segment Event to Add Salesforce Task

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Segment Event to Add a Pipedrive Deal

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Segment Event to Check Salesforce Field to Assign Pipedrive Person Owner

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Segment Event to Assign Pipedrive Person Owner

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Pipedrive Deal Status Changed to Send Segment Event

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Segment Event to Has Visited Page to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Changed to Send Segment Event

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Pipedrive Deal Status Changed to Check Salesforce Campaign Member Status to Send Segment Event

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Segment Event to Update Pipedrive Person Field

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Person Field Changed to Has Visited Page to Send Segment Event

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Segment Event to Assign Pipedrive Person Owner to Send Segment Event

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Segment Event to Update Pipedrive Deal Stage

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Segment Event to Update Pipedrive Person Field

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Segment Event to Update Pipedrive Deal Stage

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Segment Event to Update Pipedrive Deal Stage

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Segment Event to Update Pipedrive Deal Stage to Add Salesforce Task

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Person Field Changed to Send Segment Event

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Segment Event to Send Segment Event to Assign Pipedrive Person Owner

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Pipedrive Deal Status Changed to Send Segment Event

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Typeform Submitted to Update Pipedrive Deal Stage

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Showing 20 of 588 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 Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
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.