Salesforce + Pipedrive Integration
Use Autopilot to automate and integrate Salesforce and Pipedrive.
Marketing Automation ideas to integrate Salesforce and Pipedrive
Time Trigger to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner
Person Field Match to Check Pipedrive Deal Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Add Pipedrive Note
Person Field Match to Add Pipedrive Note to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Update Pipedrive Deal to Add Salesforce Task
Person Field Match to Add Salesforce Task
Salesforce Campaign Trigger to Create Salesforce Opportunity to Add Pipedrive Deal
Person Field Match to Update Salesforce Field
Person Field Match to Assign Salesforce Lead
Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Add Salesforce Task
Pipedrive Deal Stage Match to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Pipedrive Deal Stage to Update Salesforce Field
Typeform Submitted to Update Pipedrive Deal to Set Salesforce Campaign Member Status
Time Trigger to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Update Pipedrive Deal Field
Pipedrive Deal Stage Match to Check Salesforce Field to Update Pipedrive Deal
Salesforce Field Changed to Update Pipedrive Deal
Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Add Salesforce Task to Schedule Pipedrive Activity
Salesforce Campaign Trigger to Check Pipedrive Deal Field to Assign Salesforce Lead to Group
Showing 20 of 3797 Marketing Automation ideas using Autopilot's Salesforce and Pipedrive integration.
About Salesforce
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Salesforce integration.
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).
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).
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.
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 and Pipedrive.
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