Pipedrive + Zendesk + Insightly integration
Use Autopilot to create journeys that use the Pipedrive, Zendesk and Insightly integrations.
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Marketing Automation ideas to integrate Pipedrive, Zendesk and Insightly.
Pipedrive Deal Status Match to Assign Insightly Owner to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Update Pipedrive Deal Field to Create Insightly Project
Submits New Zendesk Ticket to Check Pipedrive Deal Field to Create Insightly Project
Pipedrive Deal Stage Match to Submit New Zendesk Ticket to Add Pipedrive Deal
Submits New Zendesk Ticket to Check Pipedrive Deal Stage to Create Insightly Project
Submits New Zendesk Ticket to Update Pipedrive Deal Field to Assign Insightly Owner
Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Submit New Zendesk Ticket
Check Insightly Contact Field to Update Pipedrive Deal Field to Submit New Zendesk Ticket
Pipedrive Deal Stage Match to Assign Insightly Owner to Submit New Zendesk Ticket
Add Insightly Opportunity to Zendesk Ticket Status to Update Pipedrive Person Field
Pipedrive Deal Stage Match to Update Insightly Contact Field to Submit New Zendesk Ticket
Pipedrive Deal Stage Match to Add Pipedrive Deal to Submit New Zendesk Ticket
Insightly Opportunity Status Change to Submit New Zendesk Ticket to Add Pipedrive Deal
Check Insightly Opportunity Stage to Update Pipedrive Deal Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Assign Pipedrive Person Owner to Submit New Zendesk Ticket
Pipedrive Deal Stage Match to Assign Insightly Task to Submit New Zendesk Ticket
Pipedrive Deal Status Match to Submit New Zendesk Ticket to Update Pipedrive Person Field
Submits New Zendesk Ticket to Update Pipedrive Deal Field to Update Insightly Contact Field
Submits New Zendesk Ticket to Update Pipedrive Deal Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Check Pipedrive Person Field to Assign Insightly Task
Showing 20 journey ideas for Pipedrive, Zendesk and Insightly
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 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.
About the Insightly integration
Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Zendesk integration and the Insightly 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
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, Zendesk and Insightly.
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