Pipedrive + Zendesk + Lob integration
Use Autopilot to create journeys that use the Pipedrive, Zendesk and Lob integrations.
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Marketing Automation ideas to integrate Pipedrive, Zendesk and Lob.
Person Field Match to Zendesk Ticket Status to Schedule Pipedrive Activity
Person Field Match to Submit New Zendesk Ticket to Assign Pipedrive Person Owner
Submits New Zendesk Ticket to Check Pipedrive Person Field to Submit New Zendesk Ticket
Person Field Match to Mail Lob Postcard to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Add Pipedrive Deal to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Update Pipedrive Deal Field
Submits New Zendesk Ticket to Mail Lob Postcard to Update Pipedrive Person Field
Pipedrive Deal Stage Match to Zendesk Ticket Status to Schedule Pipedrive Activity
Person Field Match to Check Pipedrive Deal Stage to Submit New Zendesk Ticket
Person Field Match to Update Pipedrive Person Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Add Pipedrive Deal
Pipedrive Deal Status Match to Schedule Pipedrive Activity to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Mail Lob Postcard to Schedule Pipedrive Activity
Pipedrive Deal Status Match to Submit New Zendesk Ticket to Update Pipedrive Deal Field
Pipedrive Deal Stage Match to Check Pipedrive Deal Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Add Pipedrive Note to Submit New Zendesk Ticket
Pipedrive Deal Stage Match to Update Pipedrive Deal to Submit New Zendesk Ticket
Person Field Match to Zendesk Ticket Status to Mail Lob Postcard
Pipedrive Deal Status Match to Submit New Zendesk Ticket to Add Pipedrive Note
Pipedrive Deal Status Match to Submit New Zendesk Ticket to Add Pipedrive Deal
Showing 20 journey ideas for Pipedrive, Zendesk and Lob
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 Lob integration
Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Zendesk integration and the Lob 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.
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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
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 Lob.
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