Typeform + Help Scout + Pipedrive integration

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

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

Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Pipedrive Person Owner

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Help Scout Create Conversation to Has Submitted Typeform to Add a Pipedrive Deal

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Help Scout Create Conversation to Has Submitted Typeform to Update Pipedrive Person Field

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Help Scout Tag to Has Submitted Typeform to Schedule Pipedrive Activity

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Help Scout Satisfaction Rating to Has Submitted Typeform to Schedule Pipedrive Activity

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Help Scout Satisfaction Rating to Has Submitted Typeform to Add a Pipedrive Deal

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Help Scout Satisfaction Rating to Has Submitted Typeform to Update Pipedrive Person Field

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Help Scout Satisfaction Rating to Has Submitted Typeform to Update Pipedrive Deal Stage

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Help Scout Tag to Has Submitted Typeform to Update Pipedrive Person Field

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Help Scout Create Conversation to Has Submitted Typeform to Update Pipedrive Deal Stage

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Help Scout Tag to Has Submitted Typeform to Add a Pipedrive Deal

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Help Scout Tag to Has Submitted Typeform to Update Pipedrive Deal Stage

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Help Scout Create Conversation to Has Submitted Typeform to Assign Pipedrive Person Owner

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Help Scout Create Conversation to Has Submitted Typeform to Schedule Pipedrive Activity

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Help Scout Tag to Has Submitted Typeform to Assign Pipedrive Person Owner

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Showing 15 journey ideas for Typeform, Help Scout and Pipedrive

About the Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

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 Typeform integration, Help Scout integration and the Pipedrive integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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
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

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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

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 Typeform, Help Scout and Pipedrive.