Pipedrive + Smart Segments Integration

Use Autopilot to automate and integrate Pipedrive and Smart Segments.

Marketing Automation ideas to integrate Pipedrive and Smart Segments

Smart Segment Trigger to Has Submitted Facebook Lead Ad to Assign Pipedrive Person Owner

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Smart Segment Trigger to Send Segment Event to Update Pipedrive Deal Stage

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Smart Segment Trigger to Add a Pipedrive Deal

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Pipedrive Deal Status Changed to Assign Salesforce Lead

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Smart Segment Trigger to Assign Salesforce Lead to Update Pipedrive Person Field

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Smart Segment Trigger to Schedule Pipedrive Activity

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Smart Segment Trigger to Update Salesforce Field

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Smart Segment Trigger to Is on List or Segment to Update Pipedrive Person Field

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Salesforce Field Changed to Assign Pipedrive Person Owner

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Smart Segment Trigger to Update Pipedrive Person Field

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Smart Segment Trigger to Is on List or Segment to Add a Pipedrive Deal

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Smart Segment Trigger to Assign Salesforce Lead

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Smart Segment Trigger to Assign Salesforce Lead to Update Pipedrive Deal Stage

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Smart Segment Trigger to Assign Pipedrive Person Owner

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Smart Segment Trigger to Update Field to Update Pipedrive Deal Stage

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Smart Segment Trigger to Add a Pipedrive Deal to Update Salesforce Field

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Smart Segment Trigger to Update Field to Update Pipedrive Person Field

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Smart Segment Trigger to Update Pipedrive Person Field

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Smart Segment Trigger to Assign Salesforce Lead to Assign Pipedrive Person Owner

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Smart Segment Trigger to Assign Pipedrive Person Owner to Send Segment Event

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Showing 20 of 320 Marketing Automation ideas using Autopilot's Pipedrive and Smart Segments 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 Smart Segments

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.

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.

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 Smart Segments.