Twilio + Help Scout + Pipedrive integration

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

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Marketing Automation ideas to integrate Twilio, Help Scout and Pipedrive.

Help Scout Tag to Send Twilio SMS to Schedule Pipedrive Activity

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Help Scout Create Conversation to Send Twilio SMS to Add Pipedrive Deal

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Help Scout Satisfaction Rating to Check Pipedrive Deal Stage to Send Twilio SMS

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Help Scout Satisfaction Rating to Add Pipedrive Deal to Send Twilio SMS

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Help Scout Satisfaction Rating to Update Pipedrive Deal to Send Twilio SMS

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Help Scout Tag to Send Twilio SMS to Update Pipedrive Person Field

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Help Scout Satisfaction Rating to Send Twilio SMS to Schedule Pipedrive Activity

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Help Scout Tag to Send Twilio SMS to Update Pipedrive Deal Field

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Help Scout Create Conversation to Schedule Pipedrive Activity to Send Twilio SMS

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Help Scout Create Conversation to Check Pipedrive Deal Stage to Send Twilio SMS

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Help Scout Create Conversation to Check Pipedrive Deal Field to Send Twilio SMS

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Help Scout Satisfaction Rating to Schedule Pipedrive Activity to Send Twilio SMS

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Help Scout Tag to Send Twilio SMS to Assign Pipedrive Person Owner

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Help Scout Create Conversation to Add Pipedrive Deal to Send Twilio SMS

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Help Scout Satisfaction Rating to Send Twilio SMS to Update Pipedrive Person Field

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Help Scout Tag to Update Pipedrive Deal to Send Twilio SMS

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Help Scout Tag to Update Pipedrive Person Field to Send Twilio SMS

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Help Scout Create Conversation to Add Pipedrive Note to Send Twilio SMS

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Help Scout Tag to Check Pipedrive Deal Stage to Send Twilio SMS

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Help Scout Satisfaction Rating to Assign Pipedrive Person Owner to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Help Scout 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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

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, Help Scout 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.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
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, Help Scout and Pipedrive.