Pipedrive + Twilio + Segment integration

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

Marketing Automation ideas to integrate Pipedrive, Twilio and Segment.

Person Field Match to Send Twilio SMS to Send Segment Event

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Person Field Match to Send Segment Event to Send Twilio SMS

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Pipedrive Deal Stage Match to Send Twilio SMS to Send Segment Event

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Pipedrive Deal Stage Match to Send Segment Event to Send Twilio SMS

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Pipedrive Deal Status Match to Send Twilio SMS to Send Segment Event

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Pipedrive Deal Status Match to Send Segment Event to Send Twilio SMS

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Twilio SMS Received to Add Pipedrive Deal to Send Segment Event

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

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Twilio SMS Received to Check Pipedrive Person Field to Send Segment Event

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Twilio SMS Received to Schedule Pipedrive Activity to Send Segment Event

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Twilio SMS Received to Check Pipedrive Deal Stage to Send Segment Event

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

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Twilio SMS Received to Update Pipedrive Person Field to Send Segment Event

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Twilio SMS Received to Send Segment Event to Add Pipedrive Deal

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

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Twilio SMS Received to Send Segment Event to Schedule Pipedrive Activity

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

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Twilio SMS Received to Send Segment Event to Update Pipedrive Person Field

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Segment Event to Add Pipedrive Deal to Send Twilio SMS

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Segment Event to Update Pipedrive Deal Stage to Send Twilio SMS

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Segment Event to Check Pipedrive Person Field to Send Twilio SMS

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Segment Event to Schedule Pipedrive Activity to Send Twilio SMS

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Segment Event to Check Pipedrive Deal Stage to Send Twilio SMS

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Segment Event to Assign Pipedrive Person Owner to Send Twilio SMS

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Segment Event to Update Pipedrive Person Field to Send Twilio SMS

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Segment Event to Send Twilio SMS to Add Pipedrive Deal

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Segment Event to Send Twilio SMS to Update Pipedrive Deal Stage

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Segment Event to Send Twilio SMS to Schedule Pipedrive Activity

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Segment Event to Send Twilio SMS to Assign Pipedrive Person Owner

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Segment Event to Send Twilio SMS to Update Pipedrive Person Field

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Segment Event to Update Pipedrive Deal Stage to Send Twilio SMS

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Twilio SMS Received to Schedule Pipedrive Activity to Send Segment Event

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Twilio SMS Received to Schedule Pipedrive Activity to Send Twilio SMS

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Segment Event to Send Twilio SMS to Add Pipedrive Deal

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Pipedrive Deal Status Match to Send Twilio SMS to Update Pipedrive Deal Stage

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Segment Event to Send Twilio SMS to Assign Pipedrive Person Owner

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Person Field Match to Add Pipedrive Deal to Send Twilio SMS

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

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

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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 Check Pipedrive Person Field to Send Twilio SMS

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Twilio SMS Received to Check Pipedrive Person Field to Send Twilio SMS

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Person Field Match to Send Twilio SMS to Add Pipedrive Deal

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

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

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

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Send Twilio SMS

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

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Pipedrive Deal Stage Match to Send Twilio SMS to Send Segment Event

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Segment Event to Schedule Pipedrive Activity to Send Twilio SMS

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Showing 50 journey ideas for Pipedrive, Twilio and Segment

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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Twilio integration and the Segment 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.
Segment Event
Add a contact to a journey when they perform a Segment event.

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

Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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.
Send Segment Event
Send a contextual Segment Event.

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 Segment.