Pipedrive + Trello + Salesforce integration

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

Marketing Automation ideas to integrate Pipedrive, Trello and Salesforce.

Person Field Match to Add Trello Card to Create Salesforce Opportunity

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Person Field Match to Add Trello Card to Assign Salesforce Lead

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Person Field Match to Add Trello Card to Set Salesforce Campaign Member Status

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Person Field Match to Add Trello Card to Add Salesforce Task

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Person Field Match to Add Trello Card to Assign Salesforce Lead to Group

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Person Field Match to Add Trello Card to Update Salesforce Field

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Person Field Match to Create Salesforce Opportunity to Add Trello Card

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Person Field Match to Assign Salesforce Lead to Add Trello Card

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Person Field Match to Set Salesforce Campaign Member Status to Add Trello Card

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Person Field Match to Add Salesforce Task to Add Trello Card

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Person Field Match to Check Salesforce Field to Add Trello Card

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Person Field Match to Check Salesforce Campaign Member Status to Add Trello Card

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Person Field Match to Assign Salesforce Lead to Group to Add Trello Card

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Person Field Match to Update Salesforce Field to Add Trello Card

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Pipedrive Deal Status Match to Add Trello Card to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Add Trello Card to Assign Salesforce Lead

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Pipedrive Deal Status Match to Add Trello Card to Set Salesforce Campaign Member Status

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

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Pipedrive Deal Status Match to Add Trello Card to Assign Salesforce Lead to Group

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

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Pipedrive Deal Status Match to Create Salesforce Opportunity to Add Trello Card

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Pipedrive Deal Status Match to Assign Salesforce Lead to Add Trello Card

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Pipedrive Deal Status Match to Set Salesforce Campaign Member Status to Add Trello Card

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

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

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Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Add Trello Card

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Pipedrive Deal Status Match to Assign Salesforce Lead to Group to Add Trello Card

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

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Pipedrive Deal Stage Match to Add Trello Card to Create Salesforce Opportunity

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Pipedrive Deal Stage Match to Add Trello Card to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Add Trello Card to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Add Trello Card to Add Salesforce Task

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Pipedrive Deal Stage Match to Add Trello Card to Assign Salesforce Lead to Group

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

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Pipedrive Deal Stage Match to Create Salesforce Opportunity to Add Trello Card

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Add Trello Card

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Add Trello Card

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Pipedrive Deal Stage Match to Add Salesforce Task to Add Trello Card

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

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Pipedrive Deal Stage Match to Check Salesforce Campaign Member Status to Add Trello Card

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Add Trello Card

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

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Salesforce Campaign Trigger to Update Pipedrive Person Field to Add Trello Card

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Salesforce Campaign Trigger to Update Pipedrive Deal to Add Trello Card

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Salesforce Campaign Trigger to Check Pipedrive Person Field to Add Trello Card

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Salesforce Campaign Trigger to Check Pipedrive Deal Stage to Add Trello Card

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Salesforce Campaign Trigger to Assign Pipedrive Person Owner to Add Trello Card

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Salesforce Campaign Trigger to Schedule Pipedrive Activity to Add Trello Card

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Salesforce Campaign Trigger to Add Pipedrive Deal to Add Trello Card

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Salesforce Campaign Trigger to Add Pipedrive Note to Add Trello Card

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Salesforce Campaign Trigger to Update Pipedrive Deal Field to Add Trello Card

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Salesforce Campaign Trigger to Check Pipedrive Deal Field to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Update Pipedrive Person Field

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Salesforce Campaign Trigger to Add Trello Card to Update Pipedrive Deal

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Salesforce Campaign Trigger to Add Trello Card to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Add Trello Card to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Add Trello Card to Add Pipedrive Deal

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Salesforce Campaign Trigger to Add Trello Card to Add Pipedrive Note

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Salesforce Campaign Trigger to Add Trello Card to Update Pipedrive Deal Field

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Salesforce Field Changed to Update Pipedrive Person Field to Add Trello Card

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Salesforce Field Changed to Update Pipedrive Deal to Add Trello Card

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Salesforce Field Changed to Check Pipedrive Person Field to Add Trello Card

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Salesforce Field Changed to Check Pipedrive Deal Stage to Add Trello Card

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Salesforce Field Changed to Assign Pipedrive Person Owner to Add Trello Card

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Salesforce Field Changed to Schedule Pipedrive Activity to Add Trello Card

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Salesforce Field Changed to Add Pipedrive Deal to Add Trello Card

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Salesforce Field Changed to Add Pipedrive Note to Add Trello Card

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Salesforce Field Changed to Update Pipedrive Deal Field to Add Trello Card

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Salesforce Field Changed to Check Pipedrive Deal Field to Add Trello Card

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Salesforce Field Changed to Add Trello Card to Update Pipedrive Person Field

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Salesforce Field Changed to Add Trello Card to Update Pipedrive Deal

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Salesforce Field Changed to Add Trello Card to Assign Pipedrive Person Owner

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Salesforce Field Changed to Add Trello Card to Schedule Pipedrive Activity

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Salesforce Field Changed to Add Trello Card to Add Pipedrive Deal

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Salesforce Field Changed to Add Trello Card to Add Pipedrive Note

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Salesforce Field Changed to Add Trello Card to Update Pipedrive Deal Field

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

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Person Field Match to Add Trello Card to Update Salesforce Field

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Person Field Match to Add Salesforce Task to Add Trello Card

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Person Field Match to Add Trello Card to Add Salesforce Task

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

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Person Field Match to Add Trello Card to Add Pipedrive Note

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

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

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Salesforce Field Changed to Add Trello Card to Update Pipedrive Deal

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

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

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

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Add Trello Card

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Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Add Trello Card

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

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Pipedrive Deal Status Match to Set Salesforce Campaign Member Status to Add Trello Card

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

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Pipedrive Deal Status Match to Add Trello Card to Assign Salesforce Lead to Group

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

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Salesforce Field Changed to Assign Pipedrive Person Owner to Add Trello Card

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Showing 96 journey ideas for Pipedrive, Trello 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 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 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, Trello 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.
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.
Add Trello Card
Adds a Trello card to a board.
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, Trello and Salesforce.