Pipedrive + Smart Segments + Delighted integration

Use Autopilot to create journeys that use the Pipedrive, Smart Segments and Delighted integrations.

Marketing Automation ideas to integrate Pipedrive, Smart Segments and Delighted.

Smart Segment Trigger to Add Pipedrive Deal to Send Delighted NPS Survey

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Smart Segment Trigger to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Smart Segment Trigger to Check Pipedrive Person Field to Send Delighted NPS Survey

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Smart Segment Trigger to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Smart Segment Trigger to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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Smart Segment Trigger to Assign Pipedrive Person Owner to Send Delighted NPS Survey

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Smart Segment Trigger to Update Pipedrive Person Field to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Add Pipedrive Deal

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Smart Segment Trigger to Send Delighted NPS Survey to Update Pipedrive Deal Stage

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Smart Segment Trigger to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Smart Segment Trigger to Send Delighted NPS Survey to Assign Pipedrive Person Owner

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Smart Segment Trigger to Send Delighted NPS Survey to Update Pipedrive Person Field

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Smart Segment Trigger to Check Delighted NPS Response to Add Pipedrive Deal

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Smart Segment Trigger to Check Delighted NPS Response to Update Pipedrive Deal Stage

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Smart Segment Trigger to Check Delighted NPS Response to Schedule Pipedrive Activity

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Smart Segment Trigger to Check Delighted NPS Response to Assign Pipedrive Person Owner

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Smart Segment Trigger to Check Delighted NPS Response to Update Pipedrive Person Field

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Smart Segment Trigger to Send Delighted NPS Survey to Update Pipedrive Person Field

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Smart Segment Trigger to Send Delighted NPS Survey to Update Pipedrive Deal Stage

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Smart Segment Trigger to Check Delighted NPS Response to Assign Pipedrive Person Owner

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Smart Segment Trigger to Check Delighted NPS Response to Update Pipedrive Deal Stage

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Smart Segment Trigger to Add Pipedrive Deal to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Smart Segment Trigger to Assign Pipedrive Person Owner to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Assign Pipedrive Person Owner

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Smart Segment Trigger to Update Pipedrive Person Field to Send Delighted NPS Survey

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Smart Segment Trigger to Check Delighted NPS Response to Add Pipedrive Deal

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Smart Segment Trigger to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Smart Segment Trigger to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Smart Segment Trigger to Send Delighted NPS Survey to Add Pipedrive Deal

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Smart Segment Trigger to Check Delighted NPS Response to Schedule Pipedrive Activity

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Smart Segment Trigger to Check Pipedrive Deal Stage to Send Delighted NPS Survey

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Smart Segment Trigger to Check Pipedrive Person Field to Send Delighted NPS Survey

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Smart Segment Trigger to Check Delighted NPS Response to Update Pipedrive Person Field

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Showing 34 journey ideas for Pipedrive, Smart Segments and Delighted

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 Smart Segments integration

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.

About the Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Smart Segments integration and the Delighted 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.

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.
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.

Journey Actions

Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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 Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.

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, Smart Segments and Delighted.