Pipedrive + Zendesk + Salesforce integration
Use Autopilot to create journeys that use the Pipedrive, Zendesk and Salesforce integrations.
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Marketing Automation ideas to integrate Pipedrive, Zendesk and Salesforce.
Salesforce Field Changed to Submit New Zendesk Ticket to Assign Pipedrive Person Owner
Submits New Zendesk Ticket to Add Salesforce Task to Add Pipedrive Note
Submits New Zendesk Ticket to Set Salesforce Campaign Member Status to Update Pipedrive Deal
Pipedrive Deal Stage Match to Submit New Zendesk Ticket to Add Pipedrive Note
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Submit New Zendesk Ticket to Update Salesforce Field
Submits New Zendesk Ticket to Schedule Pipedrive Activity to Update Salesforce Field
Submits New Zendesk Ticket to Add Salesforce Task to Schedule Pipedrive Activity
Pipedrive Deal Stage Match to Zendesk Ticket Status to Update Pipedrive Person Field
Pipedrive Deal Status Match to Update Pipedrive Deal Field to Submit New Zendesk Ticket
Person Field Match to Check Salesforce Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Check Pipedrive Deal Field to Assign Salesforce Lead
Submits New Zendesk Ticket to Update Pipedrive Deal Field to Create Salesforce Opportunity
Pipedrive Deal Status Match to Submit New Zendesk Ticket to Assign Pipedrive Person Owner
Salesforce Campaign Trigger to Add Pipedrive Note to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Set Salesforce Campaign Member Status to Add Pipedrive Deal
Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Submit New Zendesk Ticket
Pipedrive Deal Stage Match to Zendesk Ticket Status to Add Pipedrive Note
Salesforce Campaign Trigger to Zendesk Ticket Status to Update Pipedrive Person Field
Pipedrive Deal Stage Match to Zendesk Ticket Status to Assign Salesforce Lead to Group
Showing 20 journey ideas for Pipedrive, Zendesk 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 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 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, Zendesk integration and the Salesforce 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.
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 meets your criteria (e.g. contains a particular word).
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.
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 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 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, Zendesk and Salesforce.
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