Segment + Pipedrive + Custom Fields integration

Use Autopilot to create journeys that use the Segment, Pipedrive and Custom Fields integrations.

Marketing Automation ideas to integrate Segment, Pipedrive and Custom Fields.

Segment Event to Update Pipedrive Person Field to Update Field

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Segment Event to Update Pipedrive Deal to Update Field

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Segment Event to Check Pipedrive Person Field to Update Field

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Segment Event to Check Pipedrive Deal Stage to Update Field

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Segment Event to Assign Pipedrive Person Owner to Update Field

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Segment Event to Schedule Pipedrive Activity to Update Field

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Segment Event to Add Pipedrive Deal to Update Field

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Segment Event to Add Pipedrive Note to Update Field

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Segment Event to Update Pipedrive Deal Field to Update Field

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Segment Event to Check Pipedrive Deal Field to Update Field

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Segment Event to Update Field to Update Pipedrive Person Field

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Segment Event to Update Field to Update Pipedrive Deal

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Segment Event to Update Field to Assign Pipedrive Person Owner

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Segment Event to Update Field to Schedule Pipedrive Activity

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Segment Event to Update Field to Add Pipedrive Deal

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Segment Event to Update Field to Add Pipedrive Note

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Segment Event to Update Field to Update Pipedrive Deal Field

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Segment Event to Check Field to Update Pipedrive Person Field

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Segment Event to Check Field to Update Pipedrive Deal

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Segment Event to Check Field to Assign Pipedrive Person Owner

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Segment Event to Check Field to Schedule Pipedrive Activity

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Segment Event to Check Field to Add Pipedrive Deal

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Segment Event to Check Field to Add Pipedrive Note

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Segment Event to Check Field to Update Pipedrive Deal Field

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Person Field Match to Send Segment Event to Update Field

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Person Field Match to Update Field to Send Segment Event

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Person Field Match to Check Field to Send Segment Event

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Pipedrive Deal Status Match to Send Segment Event to Update Field

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Pipedrive Deal Status Match to Update Field to Send Segment Event

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Pipedrive Deal Status Match to Check Field to Send Segment Event

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Pipedrive Deal Stage Match to Send Segment Event to Update Field

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Pipedrive Deal Stage Match to Update Field to Send Segment Event

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Pipedrive Deal Stage Match to Check Field to Send Segment Event

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Field Match to Send Segment Event to Update Pipedrive Person Field

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Field Match to Send Segment Event to Update Pipedrive Deal

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Field Match to Send Segment Event to Assign Pipedrive Person Owner

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Field Match to Send Segment Event to Schedule Pipedrive Activity

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Field Match to Send Segment Event to Add Pipedrive Deal

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Field Match to Send Segment Event to Add Pipedrive Note

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Field Match to Send Segment Event to Update Pipedrive Deal Field

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Field Match to Update Pipedrive Person Field to Send Segment Event

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Field Match to Update Pipedrive Deal to Send Segment Event

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Field Match to Check Pipedrive Person Field to Send Segment Event

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Field Match to Check Pipedrive Deal Stage to Send Segment Event

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Field Match to Assign Pipedrive Person Owner to Send Segment Event

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Field Match to Schedule Pipedrive Activity to Send Segment Event

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Field Match to Add Pipedrive Deal to Send Segment Event

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Field Match to Add Pipedrive Note to Send Segment Event

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Field Match to Update Pipedrive Deal Field to Send Segment Event

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Field Match to Check Pipedrive Deal Field to Send Segment Event

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Field Match to Send Segment Event to Update Pipedrive Person Field

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Segment Event to Check Pipedrive Deal Stage to Update Field

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Segment Event to Send Segment Event to Add Pipedrive Note

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Segment Event to Update Field to Add Pipedrive Note

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Segment Event to Check Field to Schedule Pipedrive Activity

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Field Match to Send Segment Event to Assign Pipedrive Person Owner

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Field Match to Schedule Pipedrive Activity to Send Segment Event

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Pipedrive Deal Status Match to Send Segment Event to Update Pipedrive Deal

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Pipedrive Deal Stage Match to Send Segment Event to Assign Pipedrive Person Owner

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Segment Event to Add Pipedrive Deal to Update Field

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Field Match to Send Segment Event to Add Pipedrive Note

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Pipedrive Deal Status Match to Update Field to Send Segment Event

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Person Field Match to Send Segment Event to Update Pipedrive Deal

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Pipedrive Deal Status Match to Send Segment Event to Update Field

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Segment Event to Check Field to Update Pipedrive Deal

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Pipedrive Deal Status Match to Send Segment Event to Assign Pipedrive Person Owner

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Person Field Match to Assign Pipedrive Person Owner to Send Segment Event

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Pipedrive Deal Stage Match to Update Pipedrive Deal to Send Segment Event

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Pipedrive Deal Status Match to Check Field to Send Segment Event

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Person Field Match to Send Segment Event to Assign Pipedrive Person Owner

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Showing 70 journey ideas for Segment, Pipedrive and Custom Fields

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Pipedrive integration and the Custom Fields integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

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).
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send Segment Event
Send a contextual Segment 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.
Update Field
Update a 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 Segment, Pipedrive and Custom Fields.