Pipedrive + Segment + Recurly integration

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

Marketing Automation ideas to integrate Pipedrive, Segment and Recurly.

Recurly Subscription to Update Pipedrive Person Field to Send Segment Event

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Recurly Subscription to Update Pipedrive Deal Stage to Send Segment Event

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Recurly Subscription to Check Pipedrive Person Field to Send Segment Event

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Recurly Subscription to Check Pipedrive Deal Stage to Send Segment Event

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Recurly Subscription to Assign Pipedrive Person Owner to Send Segment Event

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Recurly Subscription to Schedule Pipedrive Activity to Send Segment Event

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Recurly Subscription to Add Pipedrive Deal to Send Segment Event

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Recurly Subscription to Send Segment Event to Update Pipedrive Person Field

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Recurly Subscription to Send Segment Event to Update Pipedrive Deal Stage

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Recurly Subscription to Send Segment Event to Assign Pipedrive Person Owner

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Recurly Subscription to Send Segment Event to Schedule Pipedrive Activity

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Recurly Subscription to Send Segment Event to Add Pipedrive Deal

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Person Field Match to Send Segment Event to Add Pipedrive Deal

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Pipedrive Deal Status Match to Send Segment Event to Assign Pipedrive Person Owner

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Segment Event to Send Segment Event to Update Pipedrive Person Field

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

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Segment Event to Send Segment Event to Add Pipedrive Deal

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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 Segment Event to Update Pipedrive Deal Stage

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

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Recurly Subscription to Update Pipedrive Person Field to Send Segment Event

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Segment Event to Schedule Pipedrive Activity to Send Segment Event

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Segment Event to Update Pipedrive Deal Stage to Send Segment Event

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

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Pipedrive Deal Stage 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 Send Segment Event to Update Pipedrive Deal Stage

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

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Showing 32 journey ideas for Pipedrive, Segment and Recurly

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 Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Segment integration and the Recurly 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.
Segment Event
Add a contact to a journey when they perform a Segment event.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.

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.

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal Stage
Update the stage of the latest deal associated with a contact.
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.
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 Recurly.