Segment + Pipedrive + Forms integration

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

Marketing Automation ideas to integrate Segment, Pipedrive and Forms.

Segment Event to Has Submitted Form to Update Pipedrive Person Field

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Segment Event to Has Submitted Form to Update Pipedrive Deal

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Segment Event to Has Submitted Form to Assign Pipedrive Person Owner

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Segment Event to Has Submitted Form to Schedule Pipedrive Activity

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Segment Event to Has Submitted Form to Add Pipedrive Deal

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Segment Event to Has Submitted Form to Add Pipedrive Note

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Segment Event to Has Submitted Form to Update Pipedrive Deal Field

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Person Field Match to Has Submitted Form to Send Segment Event

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Pipedrive Deal Status Match to Has Submitted Form to Send Segment Event

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Pipedrive Deal Stage Match to Has Submitted Form to Send Segment Event

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Form Submitted to Send Segment Event to Update Pipedrive Person Field

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Form Submitted to Send Segment Event to Update Pipedrive Deal

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Form Submitted to Send Segment Event to Assign Pipedrive Person Owner

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Form Submitted to Send Segment Event to Schedule Pipedrive Activity

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Form Submitted to Send Segment Event to Add Pipedrive Deal

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Form Submitted to Send Segment Event to Add Pipedrive Note

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Form Submitted to Send Segment Event to Update Pipedrive Deal Field

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Form Submitted to Update Pipedrive Person Field to Send Segment Event

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Form Submitted to Update Pipedrive Deal to Send Segment Event

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Form Submitted to Check Pipedrive Person Field to Send Segment Event

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Form Submitted to Check Pipedrive Deal Stage to Send Segment Event

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Form Submitted to Assign Pipedrive Person Owner to Send Segment Event

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Form Submitted to Schedule Pipedrive Activity to Send Segment Event

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Form Submitted to Add Pipedrive Deal to Send Segment Event

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Form Submitted to Add Pipedrive Note to Send Segment Event

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Form Submitted to Update Pipedrive Deal Field to Send Segment Event

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Form Submitted to Check Pipedrive Deal Field to Send Segment Event

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Form Submitted to Send Segment Event to Update Pipedrive Deal Field

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Form Submitted to Add Pipedrive Deal to Send Segment Event

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Person Field Match to Update Pipedrive Deal Field to Send Segment Event

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Send Segment Event

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Form Submitted to Schedule Pipedrive Activity to Send Segment Event

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Person Field Match to Check Pipedrive Deal Field to Send Segment Event

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Pipedrive Deal Status Match to Send Segment Event to Add Pipedrive Note

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Form Submitted to Send Segment Event to Assign Pipedrive Person Owner

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Form Submitted to Check Pipedrive Deal Stage to Send Segment Event

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Form Submitted to Check Pipedrive Deal Field to Send Segment Event

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Person Field Match to Add Pipedrive Deal to Send Segment Event

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Segment Event to Has Submitted Form to Update Pipedrive Deal

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

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

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

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

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Person Field Match to Check Pipedrive Person Field to Send Segment Event

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

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Form Submitted to Send Segment Event to Schedule Pipedrive Activity

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Segment Event to Has Submitted Form to Update Pipedrive Deal Field

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Showing 47 journey ideas for Segment, Pipedrive and Forms

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 Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Pipedrive integration and the Forms 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.
Form Submitted
Add a contact to a journey when they submit a form.

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).
Has Submitted Form
Check if a contact has previously submitted a specific form.

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.

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 Forms.