Pipedrive + Trello + Lob integration

Use Autopilot to create journeys that use the Pipedrive, Trello and Lob integrations.

Marketing Automation ideas to integrate Pipedrive, Trello and Lob.

Person Field Match to Add Trello Card to Mail Lob Postcard

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Person Field Match to Mail Lob Postcard to Add Trello Card

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Pipedrive Deal Status Match to Add Trello Card to Mail Lob Postcard

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Pipedrive Deal Status Match to Mail Lob Postcard to Add Trello Card

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Pipedrive Deal Stage Match to Add Trello Card to Mail Lob Postcard

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Pipedrive Deal Stage Match to Mail Lob Postcard to Add Trello Card

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Person Field Match to Mail Lob Postcard to Add Trello Card

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Person Field Match to Add Trello Card to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Add Trello Card to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Add Pipedrive Deal to Add Trello Card

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Person Field Match to Add Pipedrive Deal to Add Trello Card

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Pipedrive Deal Stage Match to Update Pipedrive Person Field to Add Trello Card

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Pipedrive Deal Status Match to Add Trello Card to Add Pipedrive Deal

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Person Field Match to Update Pipedrive Person Field to Add Trello Card

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Person Field Match to Add Trello Card to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Add Trello Card

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Pipedrive Deal Stage Match to Add Trello Card to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Update Pipedrive Person Field to Add Trello Card

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Person Field Match to Update Pipedrive Deal Stage to Add Trello Card

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Pipedrive Deal Status Match to Add Trello Card to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Update Pipedrive Deal Stage to Add Trello Card

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Pipedrive Deal Stage Match to Mail Lob Postcard to Add Trello Card

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Pipedrive Deal Status Match to Add Trello Card to Update Pipedrive Deal Stage

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Pipedrive Deal Stage Match to Add Trello Card to Assign Pipedrive Person Owner

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Person Field Match to Check Pipedrive Deal Stage to Add Trello Card

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Add Trello Card

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Showing 26 journey ideas for Pipedrive, Trello and Lob

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 Trello integration

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.

About the Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Trello integration and the Lob 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.

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.

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.
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 Trello Card
Adds a Trello card to a board.
Mail Lob Postcard
Send a contact a personalized, physical postcard.

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, Trello and Lob.