Pipedrive + Wordpress + Salesforce integration

Use Autopilot to create journeys that use the Pipedrive, Wordpress and Salesforce integrations.

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Marketing Automation ideas to integrate Pipedrive, Wordpress and Salesforce.

New Wordpress Post to Update Pipedrive Person Field to Assign Salesforce Lead to Group

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New Wordpress Post to Add Salesforce Task to Update Pipedrive Person Field

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New Wordpress Post to Schedule Pipedrive Activity to Add Salesforce Task

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New Wordpress Post to Assign Salesforce Lead to Update Pipedrive Deal Stage

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New Wordpress Post to Check Pipedrive Person Field to Assign Salesforce Lead

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New Wordpress Post to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

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New Wordpress Post to Assign Salesforce Lead to Group to Add a Pipedrive Deal

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New Wordpress Post to Add Salesforce Task to Schedule Pipedrive Activity

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New Wordpress Post to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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New Wordpress Post to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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New Wordpress Post to Set Salesforce Campaign Member Status to Update Pipedrive Deal Stage

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New Wordpress Post to Check Pipedrive Deal Stage to Update Salesforce Field

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New Wordpress Post to Assign Pipedrive Person Owner to Update Salesforce Field

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New Wordpress Post to Assign Pipedrive Person Owner to Create Salesforce Opportunity

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New Wordpress Post to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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New Wordpress Post to Schedule Pipedrive Activity to Set Salesforce Campaign Member Status

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New Wordpress Post to Check Salesforce Field to Assign Pipedrive Person Owner

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New Wordpress Post to Update Pipedrive Deal Stage to Assign Salesforce Lead to Group

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New Wordpress Post to Assign Salesforce Lead to Assign Pipedrive Person Owner

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New Wordpress Post to Update Pipedrive Person Field to Add Salesforce Task

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Showing 20 journey ideas for Pipedrive, Wordpress 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 Wordpress integration

Every website starts with an idea. WordPress.com provides the design, features, and support to bring it to life. Choose your theme, pick a domain, select a plan, and start building your future.

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, Wordpress integration and the Salesforce 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.
New Wordpress Post
Add contacts that are subscribed to your blog to the journey when a new post is published.
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's value meets your criteria (e.g. contains a particular word).

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.
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 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.
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, Wordpress and Salesforce.