Pipedrive + Smart Segments + Salesforce integration

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

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

Smart Segment Trigger to Update Pipedrive Person Field to Create Salesforce Opportunity

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

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Smart Segment Trigger to Update Pipedrive Person Field to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Update Pipedrive Person Field to Add Salesforce Task

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

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

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Smart Segment Trigger to Update Pipedrive Deal to Create Salesforce Opportunity

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Smart Segment Trigger to Update Pipedrive Deal to Assign Salesforce Lead

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Smart Segment Trigger to Update Pipedrive Deal to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Update Pipedrive Deal to Add Salesforce Task

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

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Smart Segment Trigger to Update Pipedrive Deal to Update Salesforce Field

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Smart Segment Trigger to Check Pipedrive Person Field to Create Salesforce Opportunity

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

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Smart Segment Trigger to Check Pipedrive Person Field to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Check Pipedrive Person Field to Add Salesforce Task

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Smart Segment Trigger to Check Pipedrive Person Field to Assign Salesforce Lead to Group

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Smart Segment Trigger to Check Pipedrive Person Field to Update Salesforce Field

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Smart Segment Trigger to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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

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Smart Segment Trigger to Check Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Check Pipedrive Deal Stage to Add Salesforce Task

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Smart Segment Trigger to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Smart Segment Trigger to Check Pipedrive Deal Stage to Update Salesforce Field

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Smart Segment Trigger to Assign Pipedrive Person Owner to Create Salesforce Opportunity

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

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Smart Segment Trigger to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Assign Pipedrive Person Owner to Add Salesforce Task

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

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

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Smart Segment Trigger to Schedule Pipedrive Activity to Create Salesforce Opportunity

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Smart Segment Trigger to Schedule Pipedrive Activity to Assign Salesforce Lead

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Smart Segment Trigger to Schedule Pipedrive Activity to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Schedule Pipedrive Activity to Add Salesforce Task

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Smart Segment Trigger to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

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Smart Segment Trigger to Schedule Pipedrive Activity to Update Salesforce Field

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Smart Segment Trigger to Add Pipedrive Deal to Create Salesforce Opportunity

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Smart Segment Trigger to Add Pipedrive Deal to Assign Salesforce Lead

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Smart Segment Trigger to Add Pipedrive Deal to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Add Pipedrive Deal to Add Salesforce Task

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Smart Segment Trigger to Add Pipedrive Deal to Assign Salesforce Lead to Group

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Smart Segment Trigger to Add Pipedrive Deal to Update Salesforce Field

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Smart Segment Trigger to Add Pipedrive Note to Create Salesforce Opportunity

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Smart Segment Trigger to Add Pipedrive Note to Assign Salesforce Lead

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Smart Segment Trigger to Add Pipedrive Note to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Add Pipedrive Note to Add Salesforce Task

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Smart Segment Trigger to Add Pipedrive Note to Assign Salesforce Lead to Group

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Smart Segment Trigger to Add Pipedrive Note to Update Salesforce Field

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Smart Segment Trigger to Update Pipedrive Deal Field to Create Salesforce Opportunity

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

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Smart Segment Trigger to Update Pipedrive Deal Field to Set Salesforce Campaign Member Status

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

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Smart Segment Trigger to Update Pipedrive Deal Field to Assign Salesforce Lead to Group

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

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Smart Segment Trigger to Check Pipedrive Deal Field to Create Salesforce Opportunity

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Smart Segment Trigger to Check Pipedrive Deal Field to Assign Salesforce Lead

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Smart Segment Trigger to Check Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Check Pipedrive Deal Field to Add Salesforce Task

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Smart Segment Trigger to Check Pipedrive Deal Field to Assign Salesforce Lead to Group

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Smart Segment Trigger to Check Pipedrive Deal Field to Update Salesforce Field

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Smart Segment Trigger to Create Salesforce Opportunity to Update Pipedrive Person Field

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Smart Segment Trigger to Create Salesforce Opportunity to Update Pipedrive Deal

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Smart Segment Trigger to Create Salesforce Opportunity to Assign Pipedrive Person Owner

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Smart Segment Trigger to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Smart Segment Trigger to Create Salesforce Opportunity to Add Pipedrive Deal

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Smart Segment Trigger to Create Salesforce Opportunity to Add Pipedrive Note

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Smart Segment Trigger to Create Salesforce Opportunity to Update Pipedrive Deal Field

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

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Smart Segment Trigger to Assign Salesforce Lead to Update Pipedrive Deal

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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 Salesforce Lead to Schedule Pipedrive Activity

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Smart Segment Trigger to Assign Salesforce Lead to Add Pipedrive Deal

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Smart Segment Trigger to Assign Salesforce Lead to Add Pipedrive Note

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

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Update Pipedrive Person Field

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Update Pipedrive Deal

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Add Pipedrive Deal

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Add Pipedrive Note

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Update Pipedrive Deal Field

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Smart Segment Trigger to Add Salesforce Task to Update Pipedrive Person Field

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Smart Segment Trigger to Add Salesforce Task to Update Pipedrive Deal

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Smart Segment Trigger to Add Salesforce Task to Assign Pipedrive Person Owner

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Smart Segment Trigger to Add Salesforce Task to Schedule Pipedrive Activity

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Smart Segment Trigger to Add Salesforce Task to Add Pipedrive Deal

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Smart Segment Trigger to Add Salesforce Task to Add Pipedrive Note

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

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Smart Segment Trigger to Check Salesforce Field to Update Pipedrive Person Field

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Smart Segment Trigger to Check Salesforce Field to Update Pipedrive Deal

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Smart Segment Trigger to Check Salesforce Field to Assign Pipedrive Person Owner

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Smart Segment Trigger to Check Salesforce Field to Schedule Pipedrive Activity

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Smart Segment Trigger to Check Salesforce Field to Add Pipedrive Deal

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Smart Segment Trigger to Check Salesforce Field to Add Pipedrive Note

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Smart Segment Trigger to Check Salesforce Field to Update Pipedrive Deal Field

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Update Pipedrive Deal

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Add Pipedrive Deal

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Add Pipedrive Note

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Update Pipedrive Deal Field

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

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

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

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Smart Segment Trigger to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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Smart Segment Trigger to Assign Salesforce Lead to Group to Add Pipedrive Deal

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Smart Segment Trigger to Assign Salesforce Lead to Group to Add Pipedrive Note

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Smart Segment Trigger to Assign Salesforce Lead to Group to Update Pipedrive Deal Field

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

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Smart Segment Trigger to Update Salesforce Field to Update Pipedrive Deal

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

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Smart Segment Trigger to Update Salesforce Field to Schedule Pipedrive Activity

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Smart Segment Trigger to Update Salesforce Field to Add Pipedrive Deal

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Smart Segment Trigger to Update Salesforce Field to Add Pipedrive Note

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

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

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Smart Segment Trigger to Check Salesforce Field to Add Pipedrive Deal

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Smart Segment Trigger to Add Pipedrive Note to Assign Salesforce Lead

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

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Smart Segment Trigger to Assign Salesforce Lead to Group to Update Pipedrive Deal Field

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Smart Segment Trigger to Create Salesforce Opportunity to Add Pipedrive Note

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Smart Segment Trigger to Create Salesforce Opportunity to Update Pipedrive Person Field

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Smart Segment Trigger to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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Smart Segment Trigger to Update Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

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Smart Segment Trigger to Add Pipedrive Note to Create Salesforce Opportunity

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Smart Segment Trigger to Check Pipedrive Deal Field to Assign Salesforce Lead

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Smart Segment Trigger to Check Pipedrive Deal Stage to Update Salesforce Field

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Smart Segment Trigger to Assign Salesforce Lead to Schedule Pipedrive Activity

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

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

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Smart Segment Trigger to Add Salesforce Task to Update Pipedrive Deal

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Smart Segment Trigger to Update Pipedrive Person Field to Create Salesforce Opportunity

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Smart Segment Trigger to Check Pipedrive Person Field to Create Salesforce Opportunity

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Smart Segment Trigger to Update Pipedrive Deal to Set Salesforce Campaign Member Status

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Showing 136 journey ideas for Pipedrive, Smart Segments and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Smart Segments integration and the Salesforce 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

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.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
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.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

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 Salesforce.