Pipedrive + Trello Integration
Use Autopilot to automate and integrate Pipedrive and Trello.
Marketing Automation ideas to integrate Pipedrive and Trello
Recurly Subscription to Update Pipedrive Person Field
Form Submitted to Add Trello Card to Update Pipedrive Person Field
Pipedrive Deal Status Match to Add Trello Card to Add Intercom Tag
Unsubscribed from Mailchimp Audience to Assign Pipedrive Person Owner to Add Trello Card
Intercom Tag to Check Pipedrive Deal Stage to Add Trello Card
Form Submitted to Add Trello Card
Form Submitted to Add a Pipedrive Deal
Unsubscribed from Mailchimp Audience to Add Trello Card to Assign Pipedrive Person Owner
Removed From List to Add Trello Card
Time Trigger to Schedule Pipedrive Activity to Add Trello Card
Intercom Tag to Add Trello Card
Pipedrive Deal Status Match to Add Trello Card
Form Submitted to Add Trello Card to Assign Pipedrive Person Owner
Pipedrive Deal Status Match to Add Trello Card
Pipedrive Deal Status Match to Add Trello Card
Recurly Subscription to Schedule Pipedrive Activity to Add Trello Card
Person Field Match to Add Trello Card to Schedule Pipedrive Activity
Pipedrive Deal Stage Match to Add Trello Card
Pipedrive Deal Status Match to Add Trello Card
Removed From List to Update Pipedrive Deal Stage to Add Trello Card
Showing 20 of 444 Marketing Automation ideas using Autopilot's Pipedrive and Trello 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 Trello
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Pipedrive integration.
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.
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.
Add Trello Card
Adds a Trello card to a board.
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 Trello.
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