Twilio + Freshdesk + Pipedrive integration

Use Autopilot to create journeys that use the Twilio, Freshdesk and Pipedrive integrations.

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Marketing Automation ideas to integrate Twilio, Freshdesk and Pipedrive.

New Freshdesk Ticket to Send Twilio SMS to Update Pipedrive Deal Stage

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Create New Freshdesk Ticket to Send Twilio SMS to Assign Pipedrive Person Owner

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Freshdesk Ticket Updated to Assign Pipedrive Person Owner to Send Twilio SMS

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New Freshdesk Ticket to Freshdesk Update Ticket to Send Twilio SMS

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Freshdesk New Contact to Send Twilio SMS to Update Pipedrive Deal Stage

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Freshdesk Ticket Updated to Send Twilio SMS to Freshdesk Update Ticket

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Twilio SMS Received to Send Twilio SMS to Freshdesk Update Ticket

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Twilio SMS Received to Update Pipedrive Deal Stage to Freshdesk Update Ticket

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Twilio SMS Received to Freshdesk Ticket Status to Add a Pipedrive Deal

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Freshdesk Contact Updated to Freshdesk Update Ticket to Send Twilio SMS

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Freshdesk Ticket Updated to Update Pipedrive Person Field to Send Twilio SMS

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Twilio SMS Received to Freshdesk Ticket Status to Send Twilio SMS

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Pipedrive Deal Status Match to Send Twilio SMS to Freshdesk Update Ticket

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Freshdesk Contact Updated to Assign Pipedrive Person Owner to Send Twilio SMS

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Freshdesk Ticket Updated to Schedule Pipedrive Activity to Send Twilio SMS

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New Freshdesk Ticket to Check Pipedrive Person Field to Send Twilio SMS

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Twilio SMS Received to Freshdesk Update Ticket to Send Twilio SMS

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Create New Freshdesk Ticket to Send Twilio SMS to Update Pipedrive Deal Stage

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Freshdesk Ticket Updated to Send Twilio SMS to Add a Pipedrive Deal

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Freshdesk Contact Updated to Check Pipedrive Deal Stage to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Freshdesk and Pipedrive

About the Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

About the Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

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 Twilio integration, Freshdesk integration and the Pipedrive integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
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

Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
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.

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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 Twilio, Freshdesk and Pipedrive.