Salesforce + Mixpanel + Pipedrive integration

Use Autopilot to create journeys that use the Salesforce, Mixpanel and Pipedrive integrations.

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Marketing Automation ideas to integrate Salesforce, Mixpanel and Pipedrive.

Mixpanel Event to Check Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Mixpanel Event to Assign Salesforce Lead to Group to Update Pipedrive Deal

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Pipedrive Deal Stage Match to Send Mixpanel Event to Assign Salesforce Lead

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Mixpanel Event to Check Pipedrive Person Field to Assign Salesforce Lead

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Mixpanel Event to Assign Salesforce Lead to Update Pipedrive Deal Field

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Mixpanel Event to Send Mixpanel Event to Assign Salesforce Lead to Group

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Mixpanel Event to Check Salesforce Campaign Member Status to Update Pipedrive Deal Field

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Mixpanel Event

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Salesforce Campaign Trigger to Check Pipedrive Person Field to Send Mixpanel Event

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Mixpanel Event to Check Pipedrive Deal Field to Update Salesforce Field

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Send Mixpanel Event

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Salesforce Campaign Trigger to Add Pipedrive Deal to Send Mixpanel Event

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Mixpanel Event to Add Salesforce Task to Assign Pipedrive Person Owner

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Mixpanel Event to Check Salesforce Campaign Member Status to Send Mixpanel Event

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Mixpanel Event to Update Salesforce Field to Assign Pipedrive Person Owner

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Mixpanel Event to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Mixpanel Event to Add Pipedrive Deal to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Assign Salesforce Lead to Send Mixpanel Event

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Mixpanel Event to Add Salesforce Task to Schedule Pipedrive Activity

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Mixpanel Event to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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Showing 20 journey ideas for Salesforce, Mixpanel and Pipedrive

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.

About the Mixpanel integration

Mixpanel is the most advanced analytics platform for mobile & web. It helps businesses grow by helping them understand how their users behave and use their products by tracking actions people take rather than page views. Mixpanel's mission is to help the world learn from its data.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Mixpanel integration and the Pipedrive integration.

Journey Triggers

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).
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.
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.

Conditions

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.
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).

Journey Actions

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.
Send Mixpanel Event
Send a Mixpanel Event.
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.

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 Salesforce, Mixpanel and Pipedrive.