Pipedrive + Trello + Zendesk integration

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

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Marketing Automation ideas to integrate Pipedrive, Trello and Zendesk.

Submits New Zendesk Ticket to Add Pipedrive Note to Add Trello Card

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Submits New Zendesk Ticket to Assign Pipedrive Person Owner to Add Trello Card

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Submits New Zendesk Ticket to Check Pipedrive Deal Stage to Add Trello Card

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

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Person Field Match to Update Pipedrive Deal to Add Trello Card

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Submits New Zendesk Ticket to Add Trello Card to Update Pipedrive Deal Field

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Person Field Match to Add Pipedrive Note to Add Trello Card

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Submits New Zendesk Ticket to Update Pipedrive Deal to Add Trello Card

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Submits New Zendesk Ticket to Add Trello Card to Add Pipedrive Deal

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

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

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

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Person Field Match to Zendesk Ticket Status to Add Trello Card

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Submits New Zendesk Ticket to Add Trello Card to Add Pipedrive Note

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Person Field Match to Add Trello Card to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Add Trello Card to Update Pipedrive Person Field

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Submits New Zendesk Ticket to Add Trello Card to Assign Pipedrive Person Owner

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

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

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Person Field Match to Add Trello Card to Schedule Pipedrive Activity

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Showing 20 journey ideas for Pipedrive, Trello and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Trello integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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).
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.