Pipedrive + Zendesk Integration

Use Autopilot to automate and integrate Pipedrive and Zendesk.

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Marketing Automation ideas to integrate Pipedrive and Zendesk

Submits New Zendesk Ticket to Update Pipedrive Person Field

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Submits New Zendesk Ticket to Update Pipedrive Deal Stage

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Submits New Zendesk Ticket to AB Split to Assign Pipedrive Person Owner

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Submits New Zendesk Ticket to Assign Pipedrive Person Owner

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Person Field Changed to Assign Pipedrive Person Owner to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to AB Split to Update Pipedrive Deal Stage

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Submits New Zendesk Ticket to Submit New Zendesk Ticket to Update Pipedrive Person Field

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Person Field Changed to Zendesk Ticket Status to AB Split

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Submits New Zendesk Ticket to Update Pipedrive Person Field

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Person Field Changed to Submit New Zendesk Ticket

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Pipedrive Deal Stage Changed to AB Split to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Schedule Pipedrive Activity

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Person Field Changed to Check Pipedrive Person Field to Submit New Zendesk Ticket

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Smart Segment Trigger to Zendesk Ticket Status to Schedule Pipedrive Activity

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Pipedrive Deal Status Changed to Zendesk Ticket Status to Add a Pipedrive Deal

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Pipedrive Deal Stage Changed to Submit New Zendesk Ticket

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Pipedrive Deal Stage Changed to Submit New Zendesk Ticket

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Pipedrive Deal Stage Changed to AB Split to Submit New Zendesk Ticket

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Pipedrive Deal Stage Changed to AB Split

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Submits New Zendesk Ticket to Update Pipedrive Deal Stage

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Showing 20 of 1072 Marketing Automation ideas using Autopilot's Pipedrive and Zendesk integration.

About Pipedrive

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 Zendesk

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 Pipedrive integration.

Triggers

Person Field Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
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 and Zendesk.