Salesforce + Pipedrive Integration
Use Autopilot to automate and integrate Salesforce and Pipedrive.
Marketing Automation ideas to integrate Salesforce and Pipedrive
Pipedrive Deal Stage Changed to Update Pipedrive Deal Stage to Add Salesforce Task
Salesforce Campaign Trigger to Schedule Pipedrive Activity to Assign Salesforce Lead to Group
Email Activity to Set Salesforce Campaign Member Status
Pipedrive Deal Status Changed to Assign Salesforce Lead
Salesforce Field Changed to Send Delighted NPS Survey to Add a Pipedrive Deal
Pipedrive Deal Stage Changed to Add Salesforce Task to Assign Pipedrive Person Owner
Field Changed to Update Salesforce Field to Add a Pipedrive Deal
Field Changed to Check Pipedrive Person Field to Assign Salesforce Lead
Field Changed to Add a Pipedrive Deal
Pipedrive Deal Status Changed to Assign Salesforce Lead to Group
Pipedrive Deal Status Changed to Set Salesforce Campaign Member Status
Salesforce Field Changed to Change Score to Update Pipedrive Deal Stage
Pipedrive Deal Status Changed to Add Salesforce Task
API Trigger to Assign Salesforce Lead
Pipedrive Deal Status Changed to Send Delighted NPS Survey to Assign Salesforce Lead
Pipedrive Deal Status Changed to Update Salesforce Field
Salesforce Field Changed to Schedule Pipedrive Activity
Person Field Changed to Check Pipedrive Deal Stage to Add Salesforce Task
Salesforce Field Changed to Update Pipedrive Deal Stage to Add Salesforce Task
API Trigger to Schedule Pipedrive Activity to Assign Salesforce Lead to Group
Showing 20 of 5092 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's value meets your criteria (e.g. contains a particular word).
Person Field Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
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 the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.
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 Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
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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