Pipedrive + Unbounce + Salesforce integration
Use Autopilot to create journeys that use the Pipedrive, Unbounce and Salesforce integrations.
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Marketing Automation ideas to integrate Pipedrive, Unbounce and Salesforce.
New Unbounce Lead to Check Pipedrive Person Field to Add Salesforce Task
New Unbounce Lead to Add Salesforce Task to Schedule Pipedrive Activity
New Unbounce Lead to Add Pipedrive Deal to Add Salesforce Task
New Unbounce Lead to Check Salesforce Campaign Member Status to Add Pipedrive Note
New Unbounce Lead to Update Salesforce Field to Add Pipedrive Deal
New Unbounce Lead to Add Pipedrive Note to Update Salesforce Field
New Unbounce Lead to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group
New Unbounce Lead to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner
New Unbounce Lead to Update Pipedrive Deal to Update Salesforce Field
New Unbounce Lead to Create Salesforce Opportunity to Add Pipedrive Deal
New Unbounce Lead to Update Pipedrive Deal to Assign Salesforce Lead
New Unbounce Lead to Assign Salesforce Lead to Add Pipedrive Deal
New Unbounce Lead to Schedule Pipedrive Activity to Update Salesforce Field
New Unbounce Lead to Check Salesforce Field to Update Pipedrive Deal
New Unbounce Lead to Check Pipedrive Person Field to Assign Salesforce Lead
New Unbounce Lead to Check Pipedrive Deal Stage to Add Salesforce Task
New Unbounce Lead to Check Pipedrive Deal Stage to Assign Salesforce Lead
New Unbounce Lead to Create Salesforce Opportunity to Update Pipedrive Deal
New Unbounce Lead to Update Pipedrive Deal Field to Update Salesforce Field
New Unbounce Lead to Update Salesforce Field to Update Pipedrive Deal
Showing 20 journey ideas for Pipedrive, Unbounce 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 Unbounce integration
Unbounce is the landing page builder designed for marketers. Build high-converting landing pages and popups for your campaigns, without the need for developers.
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, Unbounce 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.
New Unbounce Lead
Add a new lead from Unbounce to a journey.
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.
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, Unbounce and Salesforce.
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