Pipedrive + Trello Integration
Use Autopilot to automate and integrate Pipedrive and Trello.
Marketing Automation ideas to integrate Pipedrive and Trello
Time Trigger to Add Trello Card
Pipedrive Deal Stage Match to Add Trello Card
Heap Event to Add Trello Card to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Update Pipedrive Person Field to Add Trello Card
Person Field Match to Add Trello Card to Send Email
Pipedrive Deal Stage Match to Add Trello Card to Update Pipedrive Person Field
Pipedrive Deal Status Match to Add Trello Card
Time Trigger to Add Trello Card
Heap Event to Check Pipedrive Deal Stage to Add Trello Card
Time Trigger to Add Trello Card
Person Field Match to Send Delighted NPS Survey to Add Trello Card
Person Field Match to Schedule Pipedrive Activity to Add Trello Card
Person Field Match to Add Trello Card
Pipedrive Deal Status Match to Send Delighted NPS Survey
Time Trigger to Update Pipedrive Deal
Heap Event to Update Pipedrive Deal Field to Add Trello Card
Person Field Match to Add Trello Card
Person Field Match to Remove From List
Pipedrive Deal Status Match to Remove From List to Add Trello Card
Time Trigger to Add Trello Card to Add Pipedrive Note
Showing 20 of 800 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
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.
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).
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.
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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