Twilio + Zendesk + Pipedrive integration

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

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Marketing Automation ideas to integrate Twilio, Zendesk and Pipedrive.

Submits New Zendesk Ticket to Update Pipedrive Deal Stage to Send Twilio SMS

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Submits New Zendesk Ticket to Send Twilio SMS to Update Pipedrive Person Field

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Submits New Zendesk Ticket to Send Twilio SMS to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Schedule Pipedrive Activity to Send Twilio SMS

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Twilio SMS Received to Submit New Zendesk Ticket to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Submit New Zendesk Ticket

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

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Twilio SMS Received to Submit New Zendesk Ticket to Update Pipedrive Deal Stage

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Submits New Zendesk Ticket to Check Pipedrive Deal Stage to Send Twilio SMS

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Twilio SMS Received to Zendesk Ticket Status to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Submit New Zendesk Ticket to Send Twilio SMS

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Pipedrive Deal Stage Match to Submit New Zendesk Ticket to Send Twilio SMS

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Submits New Zendesk Ticket to Send Twilio SMS to Assign Pipedrive Person Owner

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Submits New Zendesk Ticket to Submit New Zendesk Ticket to Send Twilio SMS

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Twilio SMS Received to Submit New Zendesk Ticket to Assign Pipedrive Person Owner

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Twilio SMS Received to Zendesk Ticket Status to Update Pipedrive Person Field

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Twilio SMS Received to Zendesk Ticket Status to Send Twilio SMS

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Person Field Match to Submit New Zendesk Ticket to Send Twilio SMS

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Pipedrive Deal Stage Match to Zendesk Ticket Status to Send Twilio SMS

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Twilio SMS Received to Schedule Pipedrive Activity to Submit New Zendesk Ticket

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Showing 20 journey ideas for Twilio, Zendesk 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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

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, Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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, Zendesk and Pipedrive.