Pipedrive + Segment + LiveChat integration

Use Autopilot to create journeys that use the Pipedrive, Segment and LiveChat integrations.

Marketing Automation ideas to integrate Pipedrive, Segment and LiveChat.

LiveChat Tag to Update Pipedrive Deal Stage to Send Segment Event

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LiveChat Tag to Check Pipedrive Person Field to Send Segment Event

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LiveChat Tag to Schedule Pipedrive Activity to Send Segment Event

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LiveChat Tag to Check Pipedrive Deal Stage to Send Segment Event

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LiveChat Tag to Add a Pipedrive Deal to Send Segment Event

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LiveChat Tag to Assign Pipedrive Person Owner to Send Segment Event

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LiveChat Tag to Update Pipedrive Person Field to Send Segment Event

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LiveChat Tag to Send Segment Event to Update Pipedrive Deal Stage

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LiveChat Tag to Send Segment Event to Schedule Pipedrive Activity

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LiveChat Tag to Send Segment Event to Add a Pipedrive Deal

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LiveChat Tag to Send Segment Event to Assign Pipedrive Person Owner

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LiveChat Tag to Send Segment Event to Update Pipedrive Person Field

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Segment Event to Send Segment Event to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Send Segment Event

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

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LiveChat Tag to Send Segment Event to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Add a Pipedrive Deal to Send Segment Event

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LiveChat Tag to Check Pipedrive Deal Stage to Send Segment Event

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Pipedrive Deal Stage Match to Send Segment Event to Add a Pipedrive Deal

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Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Send Segment Event

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Send Segment Event

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Person Field Match to Check Pipedrive Person Field to Send Segment Event

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Segment Event to Send Segment Event to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Send Segment Event

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Segment Event to Check Pipedrive Deal Stage to Send Segment Event

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

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Segment Event to Assign Pipedrive Person Owner to Send Segment Event

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Person Field Match to Send Segment Event to Schedule Pipedrive Activity

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

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LiveChat Tag to Send Segment Event to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Send Segment Event

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Segment Event to Send Segment Event to Add a Pipedrive Deal

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Showing 32 journey ideas for Pipedrive, Segment and LiveChat

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 Segment integration

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

About the LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Segment integration and the LiveChat integration.

Journey 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

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.

Journey 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, Segment and LiveChat.