Twilio + Heap + Pipedrive integration

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

Marketing Automation ideas to integrate Twilio, Heap and Pipedrive.

Heap Event to Send Twilio SMS to Update Pipedrive Person Field

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Heap Event to Send Twilio SMS to Update Pipedrive Deal

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Heap Event to Send Twilio SMS to Assign Pipedrive Person Owner

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Heap Event to Send Twilio SMS to Schedule Pipedrive Activity

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Heap Event to Send Twilio SMS to Add Pipedrive Deal

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Heap Event to Send Twilio SMS to Add Pipedrive Note

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Heap Event to Send Twilio SMS to Update Pipedrive Deal Field

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Heap Event to Update Pipedrive Person Field to Send Twilio SMS

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Heap Event to Update Pipedrive Deal to Send Twilio SMS

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Heap Event to Check Pipedrive Person Field to Send Twilio SMS

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Heap Event to Check Pipedrive Deal Stage to Send Twilio SMS

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Heap Event to Assign Pipedrive Person Owner to Send Twilio SMS

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Heap Event to Schedule Pipedrive Activity to Send Twilio SMS

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Heap Event to Add Pipedrive Deal to Send Twilio SMS

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Heap Event to Add Pipedrive Note to Send Twilio SMS

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Heap Event to Update Pipedrive Deal Field to Send Twilio SMS

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Heap Event to Check Pipedrive Deal Field to Send Twilio SMS

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Heap Event to Assign Pipedrive Person Owner to Send Twilio SMS

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Heap Event to Send Twilio SMS to Update Pipedrive Deal

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Heap Event to Check Pipedrive Person Field to Send Twilio SMS

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Heap Event to Send Twilio SMS to Schedule Pipedrive Activity

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Heap Event to Schedule Pipedrive Activity to Send Twilio SMS

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Heap Event to Add Pipedrive Deal to Send Twilio SMS

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Heap Event to Check Pipedrive Deal Field to Send Twilio SMS

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Heap Event to Send Twilio SMS to Update Pipedrive Deal Field

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Heap Event to Send Twilio SMS to Add Pipedrive Deal

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Heap Event to Update Pipedrive Deal Field to Send Twilio SMS

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Heap Event to Send Twilio SMS to Update Pipedrive Person Field

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Heap Event to Update Pipedrive Deal to Send Twilio SMS

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Heap Event to Send Twilio SMS to Add Pipedrive Note

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Heap Event to Update Pipedrive Person Field to Send Twilio SMS

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Heap Event to Check Pipedrive Deal Stage to Send Twilio SMS

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Heap Event to Add Pipedrive Note to Send Twilio SMS

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Heap Event to Send Twilio SMS to Assign Pipedrive Person Owner

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Showing 34 journey ideas for Twilio, Heap 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 Heap integration

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

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, Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap 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.

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).

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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 Twilio, Heap and Pipedrive.