Pipedrive + Wufoo + Zendesk integration

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

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Marketing Automation ideas to integrate Pipedrive, Wufoo and Zendesk.

New Wufoo Form Submitted to Update Pipedrive Deal Stage to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Update Pipedrive Person Field to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Check Pipedrive Person Field to Submit New Zendesk Ticket

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Pipedrive Deal Status Match to Has Submitted Wufoo Form to Update Pipedrive Person Field

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Person Field Match to Has Submitted Wufoo Form to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Has Submitted Wufoo Form to Update Pipedrive Person Field

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New Wufoo Form Submitted to Check Pipedrive Deal Stage to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Update Pipedrive Person Field

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Assign Pipedrive Person Owner

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New Wufoo Form Submitted to Zendesk Ticket Status to Update Pipedrive Person Field

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New Wufoo Form Submitted to Zendesk Ticket Status to Add Pipedrive Deal

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Person Field Match to Has Submitted Wufoo Form to Add Pipedrive Deal

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Pipedrive Deal Stage Match to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Update Pipedrive Person Field

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Update Pipedrive Deal Stage

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Person Field Match to Has Submitted Wufoo Form to Update Pipedrive Deal Stage

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Pipedrive Deal Stage Match to Has Submitted Wufoo Form to Add Pipedrive Deal

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Pipedrive Deal Stage Match to Has Submitted Wufoo Form to Assign Pipedrive Person Owner

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New Wufoo Form Submitted to Schedule Pipedrive Activity to Submit New Zendesk Ticket

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Person Field Match to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Showing 20 journey ideas for Pipedrive, Wufoo 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 Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.

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, Wufoo integration and the Zendesk 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 Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact 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.
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, Wufoo and Zendesk.