Salesforce + Pipedrive Integration

Use Autopilot to automate and integrate Salesforce and Pipedrive.

Marketing Automation ideas to integrate Salesforce and Pipedrive

Page Visited to Update Pipedrive Person Field

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Removed From List to Assign Salesforce Lead to Update Pipedrive Person Field

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Person Field Match to Send Delighted NPS Survey

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Pipedrive Deal Status Match to Update Pipedrive Person Field to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Assign Pipedrive Person Owner to Add to Google Ads Audience

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Pipedrive Deal Status Match to AB Split

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Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Salesforce Lead to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Group

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Pipedrive Deal Status Match to Create Salesforce Opportunity to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Add Salesforce Task

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Salesforce Field Changed to Schedule Pipedrive Activity to Update Salesforce Field

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Person Field Match to Check Salesforce Field to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Check Pipedrive Person Field to Assign Salesforce Lead to Group

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Page Visited to Assign Pipedrive Person Owner to Create Salesforce Opportunity

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Salesforce Field Changed to Add a Pipedrive Deal

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Salesforce Campaign Trigger to Check Pipedrive Deal Stage to Add to Google Ads Audience

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Showing 20 of 3681 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 Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.

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.