Smart Segments + Pipedrive Integration
Use Autopilot to automate and integrate Smart Segments and Pipedrive.
Marketing Automation ideas to integrate Smart Segments and Pipedrive
Smart Segment Trigger to Update Pipedrive Person Field to Add Salesforce Task
Smart Segment Trigger to Assign Pipedrive Person Owner
Smart Segment Trigger to Add Pipedrive Note to Assign Salesforce Lead to Group
Smart Segment Trigger to Eject from Journey
Smart Segment Trigger to Schedule Pipedrive Activity to Assign Salesforce Lead to Group
Smart Segment Trigger to Update Field
Smart Segment Trigger to Update Pipedrive Deal Field
Smart Segment Trigger to Add Pipedrive Note
Smart Segment Trigger to Add Salesforce Task to Update Pipedrive Deal Field
Smart Segment Trigger to Add Salesforce Task to Schedule Pipedrive Activity
Smart Segment Trigger to Add Pipedrive Note
Smart Segment Trigger to Assign Salesforce Lead to Group to Add Pipedrive Deal
Time Trigger to Update Pipedrive Deal
Smart Segment Trigger to Check Pipedrive Deal Field to Assign Salesforce Lead
Smart Segment Trigger to Add Pipedrive Deal
Smart Segment Trigger to Assign Pipedrive Person Owner
Smart Segment Trigger to Add Pipedrive Note
Smart Segment Trigger to Add Pipedrive Deal
Smart Segment Trigger to Check Pipedrive Person Field to Update Field
Smart Segment Trigger to Schedule Pipedrive Activity
Showing 20 of 567 Marketing Automation ideas using Autopilot's Smart Segments and Pipedrive integration.
About Smart Segments
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
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 Smart Segments integration.
Triggers
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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 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
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 Smart Segments and Pipedrive.
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