Pipedrive + Twilio + Lob integration

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

Marketing Automation ideas to integrate Pipedrive, Twilio and Lob.

Person Field Match to Send Twilio SMS to Mail Lob Postcard

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Person Field Match to Mail Lob Postcard to Send Twilio SMS

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Pipedrive Deal Stage Match to Send Twilio SMS to Mail Lob Postcard

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Pipedrive Deal Stage Match to Mail Lob Postcard to Send Twilio SMS

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Pipedrive Deal Status Match to Send Twilio SMS to Mail Lob Postcard

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Pipedrive Deal Status Match to Mail Lob Postcard to Send Twilio SMS

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Twilio SMS Received to Update Pipedrive Deal Stage to Mail Lob Postcard

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Twilio SMS Received to Check Pipedrive Person Field to Mail Lob Postcard

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Twilio SMS Received to Schedule Pipedrive Activity to Mail Lob Postcard

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Twilio SMS Received to Check Pipedrive Deal Stage to Mail Lob Postcard

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Twilio SMS Received to Add a Pipedrive Deal to Mail Lob Postcard

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Twilio SMS Received to Assign Pipedrive Person Owner to Mail Lob Postcard

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Twilio SMS Received to Update Pipedrive Person Field to Mail Lob Postcard

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Twilio SMS Received to Mail Lob Postcard to Update Pipedrive Deal Stage

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Twilio SMS Received to Mail Lob Postcard to Schedule Pipedrive Activity

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Twilio SMS Received to Mail Lob Postcard to Add a Pipedrive Deal

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Twilio SMS Received to Mail Lob Postcard to Assign Pipedrive Person Owner

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Twilio SMS Received to Mail Lob Postcard to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Send Twilio SMS to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Send Twilio SMS to Add a Pipedrive Deal

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Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Send Twilio SMS

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Person Field Match to Send Twilio SMS to Update Pipedrive Person Field

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Twilio SMS Received to Assign Pipedrive Person Owner to Send Twilio SMS

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Pipedrive Deal Status Match to Update Pipedrive Person Field to Send Twilio SMS

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Person Field Match to Send Twilio SMS to Mail Lob Postcard

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Pipedrive Deal Status Match to Add a Pipedrive Deal to Send Twilio SMS

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Twilio SMS Received to Mail Lob Postcard to Schedule Pipedrive Activity

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Person Field Match to Add a Pipedrive Deal to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Update Pipedrive Deal Stage

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Twilio SMS Received to Send Twilio SMS to Add a Pipedrive Deal

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Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Send Twilio SMS

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Twilio SMS Received to Mail Lob Postcard to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Send Twilio SMS

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Pipedrive Deal Stage Match to Mail Lob Postcard to Send Twilio SMS

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Twilio SMS Received to Add a Pipedrive Deal to Send Twilio SMS

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Pipedrive Deal Status Match to Send Twilio SMS to Assign Pipedrive Person Owner

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Twilio SMS Received to Schedule Pipedrive Activity to Send Twilio SMS

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Person Field Match to Assign Pipedrive Person Owner to Send Twilio SMS

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Showing 38 journey ideas for Pipedrive, Twilio 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 Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

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, Twilio integration and the Lob integration.

Journey 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.
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.

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.

Journey 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.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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, Twilio and Lob.