Segment + Salesforce + Pipedrive integration
Use Autopilot to create journeys that use the Segment, Salesforce and Pipedrive integrations.
Marketing Automation ideas to integrate Segment, Salesforce and Pipedrive.
Segment Event to Create Salesforce Opportunity to Update Pipedrive Person Field
Segment Event to Create Salesforce Opportunity to Update Pipedrive Deal
Segment Event to Create Salesforce Opportunity to Assign Pipedrive Person Owner
Segment Event to Create Salesforce Opportunity to Schedule Pipedrive Activity
Segment Event to Create Salesforce Opportunity to Add Pipedrive Deal
Segment Event to Create Salesforce Opportunity to Add Pipedrive Note
Segment Event to Create Salesforce Opportunity to Update Pipedrive Deal Field
Segment Event to Assign Salesforce Lead to Update Pipedrive Person Field
Segment Event to Assign Salesforce Lead to Update Pipedrive Deal
Segment Event to Assign Salesforce Lead to Assign Pipedrive Person Owner
Segment Event to Assign Salesforce Lead to Schedule Pipedrive Activity
Segment Event to Assign Salesforce Lead to Add Pipedrive Deal
Segment Event to Assign Salesforce Lead to Add Pipedrive Note
Segment Event to Assign Salesforce Lead to Update Pipedrive Deal Field
Segment Event to Set Salesforce Campaign Member Status to Update Pipedrive Person Field
Segment Event to Set Salesforce Campaign Member Status to Update Pipedrive Deal
Segment Event to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner
Segment Event to Set Salesforce Campaign Member Status to Schedule Pipedrive Activity
Segment Event to Set Salesforce Campaign Member Status to Add Pipedrive Deal
Segment Event to Set Salesforce Campaign Member Status to Add Pipedrive Note
Segment Event to Set Salesforce Campaign Member Status to Update Pipedrive Deal Field
Segment Event to Add Salesforce Task to Update Pipedrive Person Field
Segment Event to Add Salesforce Task to Update Pipedrive Deal
Segment Event to Add Salesforce Task to Assign Pipedrive Person Owner
Segment Event to Add Salesforce Task to Schedule Pipedrive Activity
Segment Event to Add Salesforce Task to Add Pipedrive Deal
Segment Event to Add Salesforce Task to Add Pipedrive Note
Segment Event to Add Salesforce Task to Update Pipedrive Deal Field
Segment Event to Check Salesforce Field to Update Pipedrive Person Field
Segment Event to Check Salesforce Field to Update Pipedrive Deal
Segment Event to Check Salesforce Field to Assign Pipedrive Person Owner
Segment Event to Check Salesforce Field to Schedule Pipedrive Activity
Segment Event to Check Salesforce Field to Add Pipedrive Deal
Segment Event to Check Salesforce Field to Add Pipedrive Note
Segment Event to Check Salesforce Field to Update Pipedrive Deal Field
Segment Event to Check Salesforce Campaign Member Status to Update Pipedrive Person Field
Segment Event to Check Salesforce Campaign Member Status to Update Pipedrive Deal
Segment Event to Check Salesforce Campaign Member Status to Assign Pipedrive Person Owner
Segment Event to Check Salesforce Campaign Member Status to Schedule Pipedrive Activity
Segment Event to Check Salesforce Campaign Member Status to Add Pipedrive Deal
Segment Event to Check Salesforce Campaign Member Status to Add Pipedrive Note
Segment Event to Check Salesforce Campaign Member Status to Update Pipedrive Deal Field
Segment Event to Assign Salesforce Lead to Group to Update Pipedrive Person Field
Segment Event to Assign Salesforce Lead to Group to Update Pipedrive Deal
Segment Event to Assign Salesforce Lead to Group to Assign Pipedrive Person Owner
Segment Event to Assign Salesforce Lead to Group to Schedule Pipedrive Activity
Segment Event to Assign Salesforce Lead to Group to Add Pipedrive Deal
Segment Event to Assign Salesforce Lead to Group to Add Pipedrive Note
Segment Event to Assign Salesforce Lead to Group to Update Pipedrive Deal Field
Segment Event to Update Salesforce Field to Update Pipedrive Person Field
Segment Event to Update Salesforce Field to Update Pipedrive Deal
Segment Event to Update Salesforce Field to Assign Pipedrive Person Owner
Segment Event to Update Salesforce Field to Schedule Pipedrive Activity
Segment Event to Update Salesforce Field to Add Pipedrive Deal
Segment Event to Update Salesforce Field to Add Pipedrive Note
Segment Event to Update Salesforce Field to Update Pipedrive Deal Field
Segment Event to Update Pipedrive Person Field to Create Salesforce Opportunity
Segment Event to Update Pipedrive Person Field to Assign Salesforce Lead
Segment Event to Update Pipedrive Person Field to Set Salesforce Campaign Member Status
Segment Event to Update Pipedrive Person Field to Add Salesforce Task
Segment Event to Update Pipedrive Person Field to Assign Salesforce Lead to Group
Segment Event to Update Pipedrive Person Field to Update Salesforce Field
Segment Event to Update Pipedrive Deal to Create Salesforce Opportunity
Segment Event to Update Pipedrive Deal to Assign Salesforce Lead
Segment Event to Update Pipedrive Deal to Set Salesforce Campaign Member Status
Segment Event to Update Pipedrive Deal to Add Salesforce Task
Segment Event to Update Pipedrive Deal to Assign Salesforce Lead to Group
Segment Event to Update Pipedrive Deal to Update Salesforce Field
Segment Event to Check Pipedrive Person Field to Create Salesforce Opportunity
Segment Event to Check Pipedrive Person Field to Assign Salesforce Lead
Segment Event to Check Pipedrive Person Field to Set Salesforce Campaign Member Status
Segment Event to Check Pipedrive Person Field to Add Salesforce Task
Segment Event to Check Pipedrive Person Field to Assign Salesforce Lead to Group
Segment Event to Check Pipedrive Person Field to Update Salesforce Field
Segment Event to Check Pipedrive Deal Stage to Create Salesforce Opportunity
Segment Event to Check Pipedrive Deal Stage to Assign Salesforce Lead
Segment Event to Check Pipedrive Deal Stage to Set Salesforce Campaign Member Status
Segment Event to Check Pipedrive Deal Stage to Add Salesforce Task
Segment Event to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group
Segment Event to Check Pipedrive Deal Stage to Update Salesforce Field
Segment Event to Assign Pipedrive Person Owner to Create Salesforce Opportunity
Segment Event to Assign Pipedrive Person Owner to Assign Salesforce Lead
Segment Event to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status
Segment Event to Assign Pipedrive Person Owner to Add Salesforce Task
Segment Event to Assign Pipedrive Person Owner to Assign Salesforce Lead to Group
Segment Event to Assign Pipedrive Person Owner to Update Salesforce Field
Segment Event to Schedule Pipedrive Activity to Create Salesforce Opportunity
Segment Event to Schedule Pipedrive Activity to Assign Salesforce Lead
Segment Event to Schedule Pipedrive Activity to Set Salesforce Campaign Member Status
Segment Event to Schedule Pipedrive Activity to Add Salesforce Task
Segment Event to Schedule Pipedrive Activity to Assign Salesforce Lead to Group
Segment Event to Schedule Pipedrive Activity to Update Salesforce Field
Segment Event to Add Pipedrive Deal to Create Salesforce Opportunity
Segment Event to Add Pipedrive Deal to Assign Salesforce Lead
Segment Event to Add Pipedrive Deal to Set Salesforce Campaign Member Status
Segment Event to Add Pipedrive Deal to Add Salesforce Task
Segment Event to Add Pipedrive Deal to Assign Salesforce Lead to Group
Segment Event to Add Pipedrive Deal to Update Salesforce Field
Segment Event to Add Pipedrive Note to Create Salesforce Opportunity
Segment Event to Add Pipedrive Note to Assign Salesforce Lead
Segment Event to Add Pipedrive Note to Set Salesforce Campaign Member Status
Segment Event to Add Pipedrive Note to Add Salesforce Task
Segment Event to Add Pipedrive Note to Assign Salesforce Lead to Group
Segment Event to Add Pipedrive Note to Update Salesforce Field
Segment Event to Update Pipedrive Deal Field to Create Salesforce Opportunity
Segment Event to Update Pipedrive Deal Field to Assign Salesforce Lead
Segment Event to Update Pipedrive Deal Field to Set Salesforce Campaign Member Status
Segment Event to Update Pipedrive Deal Field to Add Salesforce Task
Segment Event to Update Pipedrive Deal Field to Assign Salesforce Lead to Group
Segment Event to Update Pipedrive Deal Field to Update Salesforce Field
Segment Event to Check Pipedrive Deal Field to Create Salesforce Opportunity
Segment Event to Check Pipedrive Deal Field to Assign Salesforce Lead
Segment Event to Check Pipedrive Deal Field to Set Salesforce Campaign Member Status
Segment Event to Check Pipedrive Deal Field to Add Salesforce Task
Segment Event to Check Pipedrive Deal Field to Assign Salesforce Lead to Group
Segment Event to Check Pipedrive Deal Field to Update Salesforce Field
Salesforce Campaign Trigger to Send Segment Event to Update Pipedrive Person Field
Salesforce Campaign Trigger to Send Segment Event to Update Pipedrive Deal
Salesforce Campaign Trigger to Send Segment Event to Assign Pipedrive Person Owner
Salesforce Campaign Trigger to Send Segment Event to Schedule Pipedrive Activity
Salesforce Campaign Trigger to Send Segment Event to Add Pipedrive Deal
Salesforce Campaign Trigger to Send Segment Event to Add Pipedrive Note
Salesforce Campaign Trigger to Send Segment Event to Update Pipedrive Deal Field
Salesforce Campaign Trigger to Update Pipedrive Person Field to Send Segment Event
Salesforce Campaign Trigger to Update Pipedrive Deal to Send Segment Event
Salesforce Campaign Trigger to Check Pipedrive Person Field to Send Segment Event
Salesforce Campaign Trigger to Check Pipedrive Deal Stage to Send Segment Event
Salesforce Campaign Trigger to Assign Pipedrive Person Owner to Send Segment Event
Salesforce Campaign Trigger to Schedule Pipedrive Activity to Send Segment Event
Salesforce Campaign Trigger to Add Pipedrive Deal to Send Segment Event
Salesforce Campaign Trigger to Add Pipedrive Note to Send Segment Event
Salesforce Campaign Trigger to Update Pipedrive Deal Field to Send Segment Event
Salesforce Campaign Trigger to Check Pipedrive Deal Field to Send Segment Event
Salesforce Field Changed to Send Segment Event to Update Pipedrive Person Field
Salesforce Field Changed to Send Segment Event to Update Pipedrive Deal
Salesforce Field Changed to Send Segment Event to Assign Pipedrive Person Owner
Salesforce Field Changed to Send Segment Event to Schedule Pipedrive Activity
Salesforce Field Changed to Send Segment Event to Add Pipedrive Deal
Salesforce Field Changed to Send Segment Event to Add Pipedrive Note
Salesforce Field Changed to Send Segment Event to Update Pipedrive Deal Field
Salesforce Field Changed to Update Pipedrive Person Field to Send Segment Event
Salesforce Field Changed to Update Pipedrive Deal to Send Segment Event
Salesforce Field Changed to Check Pipedrive Person Field to Send Segment Event
Salesforce Field Changed to Check Pipedrive Deal Stage to Send Segment Event
Salesforce Field Changed to Assign Pipedrive Person Owner to Send Segment Event
Salesforce Field Changed to Schedule Pipedrive Activity to Send Segment Event
Salesforce Field Changed to Add Pipedrive Deal to Send Segment Event
Salesforce Field Changed to Add Pipedrive Note to Send Segment Event
Salesforce Field Changed to Update Pipedrive Deal Field to Send Segment Event
Salesforce Field Changed to Check Pipedrive Deal Field to Send Segment Event
Person Field Match to Send Segment Event to Create Salesforce Opportunity
Person Field Match to Send Segment Event to Assign Salesforce Lead
Person Field Match to Send Segment Event to Set Salesforce Campaign Member Status
Person Field Match to Send Segment Event to Add Salesforce Task
Person Field Match to Send Segment Event to Assign Salesforce Lead to Group
Person Field Match to Send Segment Event to Update Salesforce Field
Person Field Match to Create Salesforce Opportunity to Send Segment Event
Person Field Match to Assign Salesforce Lead to Send Segment Event
Person Field Match to Set Salesforce Campaign Member Status to Send Segment Event
Person Field Match to Add Salesforce Task to Send Segment Event
Person Field Match to Check Salesforce Field to Send Segment Event
Person Field Match to Check Salesforce Campaign Member Status to Send Segment Event
Person Field Match to Assign Salesforce Lead to Group to Send Segment Event
Person Field Match to Update Salesforce Field to Send Segment Event
Pipedrive Deal Status Match to Send Segment Event to Create Salesforce Opportunity
Pipedrive Deal Status Match to Send Segment Event to Assign Salesforce Lead
Pipedrive Deal Status Match to Send Segment Event to Set Salesforce Campaign Member Status
Pipedrive Deal Status Match to Send Segment Event to Add Salesforce Task
Pipedrive Deal Status Match to Send Segment Event to Assign Salesforce Lead to Group
Pipedrive Deal Status Match to Send Segment Event to Update Salesforce Field
Pipedrive Deal Status Match to Create Salesforce Opportunity to Send Segment Event
Pipedrive Deal Status Match to Assign Salesforce Lead to Send Segment Event
Pipedrive Deal Status Match to Set Salesforce Campaign Member Status to Send Segment Event
Pipedrive Deal Status Match to Add Salesforce Task to Send Segment Event
Pipedrive Deal Status Match to Check Salesforce Field to Send Segment Event
Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Send Segment Event
Pipedrive Deal Status Match to Assign Salesforce Lead to Group to Send Segment Event
Pipedrive Deal Status Match to Update Salesforce Field to Send Segment Event
Pipedrive Deal Stage Match to Send Segment Event to Create Salesforce Opportunity
Pipedrive Deal Stage Match to Send Segment Event to Assign Salesforce Lead
Pipedrive Deal Stage Match to Send Segment Event to Set Salesforce Campaign Member Status
Pipedrive Deal Stage Match to Send Segment Event to Add Salesforce Task
Pipedrive Deal Stage Match to Send Segment Event to Assign Salesforce Lead to Group
Pipedrive Deal Stage Match to Send Segment Event to Update Salesforce Field
Pipedrive Deal Stage Match to Create Salesforce Opportunity to Send Segment Event
Pipedrive Deal Stage Match to Assign Salesforce Lead to Send Segment Event
Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Send Segment Event
Pipedrive Deal Stage Match to Add Salesforce Task to Send Segment Event
Pipedrive Deal Stage Match to Check Salesforce Field to Send Segment Event
Pipedrive Deal Stage Match to Check Salesforce Campaign Member Status to Send Segment Event
Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Send Segment Event
Pipedrive Deal Stage Match to Update Salesforce Field to Send Segment Event
Salesforce Field Changed to Send Segment Event to Assign Pipedrive Person Owner
Pipedrive Deal Status Match to Set Salesforce Campaign Member Status to Send Segment Event
Segment Event to Check Salesforce Field to Update Pipedrive Person Field
Salesforce Field Changed to Schedule Pipedrive Activity to Send Segment Event
Segment Event to Assign Salesforce Lead to Group to Update Pipedrive Person Field
Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Send Segment Event
Segment Event to Update Pipedrive Deal to Assign Salesforce Lead
Segment Event to Assign Salesforce Lead to Group to Update Pipedrive Deal Field
Segment Event to Send Segment Event to Create Salesforce Opportunity
Segment Event to Update Salesforce Field to Assign Pipedrive Person Owner
Pipedrive Deal Status Match to Assign Salesforce Lead to Send Segment Event
Segment Event to Assign Pipedrive Person Owner to Update Salesforce Field
Salesforce Campaign Trigger to Assign Salesforce Lead to Send Segment Event
Segment Event to Update Pipedrive Person Field to Assign Salesforce Lead to Group
Segment Event to Update Pipedrive Person Field to Add Salesforce Task
Segment Event to Check Salesforce Campaign Member Status to Update Pipedrive Deal Field
Pipedrive Deal Stage Match to Add Salesforce Task to Send Segment Event
Pipedrive Deal Status Match to Update Salesforce Field to Send Segment Event
Salesforce Field Changed to Send Segment Event to Create Salesforce Opportunity
Segment Event to Add Pipedrive Deal to Assign Salesforce Lead
Showing 212 journey ideas for Segment, Salesforce and Pipedrive
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 Salesforce integration
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Salesforce integration and the Pipedrive integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
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).
Journey Actions
Send Segment Event
Send a contextual Segment Event.
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 Segment, Salesforce and Pipedrive.
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