Salesforce + Pipedrive Integration

Use Autopilot to automate and integrate Salesforce and Pipedrive.

Marketing Automation ideas to integrate Salesforce and Pipedrive

Salesforce Field Changed to Update Pipedrive Person Field

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Salesforce Campaign Trigger to Add HubSpot CRM Deal to Assign Pipedrive Person Owner

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Salesforce Field Changed to Check Pipedrive Deal Field to Update Field

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LiveChat Tag to Add Pipedrive Deal to Add Salesforce Task

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Person Field Match to Assign Salesforce Lead to Group

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Page Visited to Add Pipedrive Note

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HubSpot CRM Contact Field Match to Update Pipedrive Person Field

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Salesforce Field Changed to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Update Pipedrive Person Field

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Person Field Match to Set Salesforce Campaign Member Status

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Page Visited to Check Pipedrive Person Field to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Assign Pipedrive Person Owner to AB Split

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Salesforce Field Changed to Update Pipedrive Person Field to AB Split

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Salesforce Field Changed to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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Subscribed to Mailchimp audience to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Check Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Add Pipedrive Note to Assign Salesforce Lead

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Salesforce Field Changed to Add Salesforce Task to Assign Pipedrive Person Owner

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Page Visited to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Pipedrive Person Field to Update Salesforce Field

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Showing 20 of 4931 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.