Pipedrive + Twilio + Zendesk integration

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

Upcoming

Marketing Automation ideas to integrate Pipedrive, Twilio and Zendesk.

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

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

Submits New Zendesk Ticket to Check Pipedrive Deal Stage to Send Twilio SMS

Try this free

Twilio SMS Received to Zendesk Ticket Status to Update Pipedrive Deal

Try this free

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

Try this free

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

Try this free

Submits New Zendesk Ticket to Send Twilio SMS to Assign Pipedrive Person Owner

Try this free

Twilio SMS Received to Update Pipedrive Deal to Submit New Zendesk Ticket

Try this free

Submits New Zendesk Ticket to Check Pipedrive Deal Field to Send Twilio SMS

Try this free

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

Try this free

Person Field Match to Send Twilio SMS to Submit New Zendesk Ticket

Try this free

Twilio SMS Received to Update Pipedrive Person Field to Submit New Zendesk Ticket

Try this free

Submits New Zendesk Ticket to Send Twilio SMS to Schedule Pipedrive Activity

Try this free

Twilio SMS Received to Add Pipedrive Deal to Send Twilio SMS

Try this free

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

Try this free

Twilio SMS Received to Add Pipedrive Note to Submit New Zendesk Ticket

Try this free

Person Field Match to Schedule Pipedrive Activity to Send Twilio SMS

Try this free

Showing 20 journey ideas for Pipedrive, Twilio 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 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 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, Twilio 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.
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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, Twilio and Zendesk.