Pipedrive + Smart Segments + Wufoo integration

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

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

Smart Segment Trigger to Has Submitted Wufoo Form to Schedule Pipedrive Activity

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Smart Segment Trigger to Has Submitted Wufoo Form to Update Pipedrive Person Field

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Smart Segment Trigger to Has Submitted Wufoo Form to Update Pipedrive Deal Stage

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Smart Segment Trigger to Has Submitted Wufoo Form to Add Pipedrive Deal

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Showing 4 journey ideas for Pipedrive, Smart Segments and Wufoo

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 Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Smart Segments integration and the Wufoo integration.

Journey Triggers

Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
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.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.

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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.

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.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.

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 Wufoo.