Typeform + Pipedrive + Salesforce integration

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

Marketing Automation ideas to integrate Typeform, Pipedrive and Salesforce.

Typeform Submitted to Update Pipedrive Deal Stage to Create Salesforce Opportunity

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Typeform Submitted to Update Pipedrive Deal Stage to Assign Salesforce Lead

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Typeform Submitted to Update Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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Typeform Submitted to Update Pipedrive Deal Stage to Add Salesforce Task

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Typeform Submitted to Update Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Typeform Submitted to Update Pipedrive Deal Stage to Update Salesforce Field

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Typeform Submitted to Check Pipedrive Person Field to Create Salesforce Opportunity

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Typeform Submitted to Check Pipedrive Person Field to Assign Salesforce Lead

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Typeform Submitted to Check Pipedrive Person Field to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Pipedrive Person Field to Add Salesforce Task

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Typeform Submitted to Check Pipedrive Person Field to Assign Salesforce Lead to Group

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Typeform Submitted to Check Pipedrive Person Field to Update Salesforce Field

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Typeform Submitted to Schedule Pipedrive Activity to Create Salesforce Opportunity

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Typeform Submitted to Schedule Pipedrive Activity to Assign Salesforce Lead

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Typeform Submitted to Schedule Pipedrive Activity to Set Salesforce Campaign Member Status

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Typeform Submitted to Schedule Pipedrive Activity to Add Salesforce Task

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Typeform Submitted to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

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Typeform Submitted to Schedule Pipedrive Activity to Update Salesforce Field

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Typeform Submitted to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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Typeform Submitted to Check Pipedrive Deal Stage to Assign Salesforce Lead

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Typeform Submitted to Check Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Pipedrive Deal Stage to Add Salesforce Task

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Typeform Submitted to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Typeform Submitted to Check Pipedrive Deal Stage to Update Salesforce Field

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Typeform Submitted to Add a Pipedrive Deal to Create Salesforce Opportunity

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Typeform Submitted to Add a Pipedrive Deal to Assign Salesforce Lead

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Typeform Submitted to Add a Pipedrive Deal to Set Salesforce Campaign Member Status

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Typeform Submitted to Add a Pipedrive Deal to Add Salesforce Task

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Typeform Submitted to Add a Pipedrive Deal to Assign Salesforce Lead to Group

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Typeform Submitted to Add a Pipedrive Deal to Update Salesforce Field

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Typeform Submitted to Assign Pipedrive Person Owner to Create Salesforce Opportunity

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Typeform Submitted to Assign Pipedrive Person Owner to Assign Salesforce Lead

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Typeform Submitted to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

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Typeform Submitted to Assign Pipedrive Person Owner to Add Salesforce Task

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Typeform Submitted to Assign Pipedrive Person Owner to Assign Salesforce Lead to Group

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Typeform Submitted to Assign Pipedrive Person Owner to Update Salesforce Field

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Typeform Submitted to Update Pipedrive Person Field to Create Salesforce Opportunity

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Typeform Submitted to Update Pipedrive Person Field to Assign Salesforce Lead

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Typeform Submitted to Update Pipedrive Person Field to Set Salesforce Campaign Member Status

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Typeform Submitted to Update Pipedrive Person Field to Add Salesforce Task

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Typeform Submitted to Update Pipedrive Person Field to Assign Salesforce Lead to Group

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Typeform Submitted to Update Pipedrive Person Field to Update Salesforce Field

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Typeform Submitted to Create Salesforce Opportunity to Update Pipedrive Deal Stage

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Typeform Submitted to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Typeform Submitted to Create Salesforce Opportunity to Add a Pipedrive Deal

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Typeform Submitted to Create Salesforce Opportunity to Assign Pipedrive Person Owner

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Typeform Submitted to Create Salesforce Opportunity to Update Pipedrive Person Field

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Typeform Submitted to Assign Salesforce Lead to Update Pipedrive Deal Stage

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Typeform Submitted to Assign Salesforce Lead to Schedule Pipedrive Activity

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Typeform Submitted to Assign Salesforce Lead to Add a Pipedrive Deal

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Typeform Submitted to Assign Salesforce Lead to Assign Pipedrive Person Owner

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Typeform Submitted to Assign Salesforce Lead to Update Pipedrive Person Field

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Typeform Submitted to Set Salesforce Campaign Member Status to Update Pipedrive Deal Stage

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Typeform Submitted to Set Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Typeform Submitted to Set Salesforce Campaign Member Status to Add a Pipedrive Deal

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Typeform Submitted to Set Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Typeform Submitted to Set Salesforce Campaign Member Status to Update Pipedrive Person Field

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Typeform Submitted to Add Salesforce Task to Update Pipedrive Deal Stage

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Typeform Submitted to Add Salesforce Task to Schedule Pipedrive Activity

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Typeform Submitted to Add Salesforce Task to Add a Pipedrive Deal

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Typeform Submitted to Add Salesforce Task to Assign Pipedrive Person Owner

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Typeform Submitted to Add Salesforce Task to Update Pipedrive Person Field

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Typeform Submitted to Check Salesforce Field to Update Pipedrive Deal Stage

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Typeform Submitted to Check Salesforce Field to Schedule Pipedrive Activity

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Typeform Submitted to Check Salesforce Field to Add a Pipedrive Deal

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Typeform Submitted to Check Salesforce Field to Assign Pipedrive Person Owner

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Typeform Submitted to Check Salesforce Field to Update Pipedrive Person Field

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Typeform Submitted to Check Salesforce Campaign Member Status to Update Pipedrive Deal Stage

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Typeform Submitted to Check Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Typeform Submitted to Check Salesforce Campaign Member Status to Add a Pipedrive Deal

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Typeform Submitted to Check Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Typeform Submitted to Check Salesforce Campaign Member Status to Update Pipedrive Person Field

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Typeform Submitted to Assign Salesforce Lead to Group to Update Pipedrive Deal Stage

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Typeform Submitted to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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Typeform Submitted to Assign Salesforce Lead to Group to Add a Pipedrive Deal

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Typeform Submitted to Assign Salesforce Lead to Group to Assign Pipedrive Person Owner

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Typeform Submitted to Assign Salesforce Lead to Group to Update Pipedrive Person Field

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Typeform Submitted to Update Salesforce Field to Update Pipedrive Deal Stage

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Typeform Submitted to Update Salesforce Field to Schedule Pipedrive Activity

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Typeform Submitted to Update Salesforce Field to Add a Pipedrive Deal

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Typeform Submitted to Update Salesforce Field to Assign Pipedrive Person Owner

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Typeform Submitted to Update Salesforce Field to Update Pipedrive Person Field

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Person Field Match to Has Submitted Typeform to Create Salesforce Opportunity

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Person Field Match to Has Submitted Typeform to Assign Salesforce Lead

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Person Field Match to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Person Field Match to Has Submitted Typeform to Add Salesforce Task

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Person Field Match to Has Submitted Typeform to Assign Salesforce Lead to Group

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Person Field Match to Has Submitted Typeform to Update Salesforce Field

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Pipedrive Deal Stage Match to Has Submitted Typeform to Create Salesforce Opportunity

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Pipedrive Deal Stage Match to Has Submitted Typeform to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Has Submitted Typeform to Add Salesforce Task

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Pipedrive Deal Stage Match to Has Submitted Typeform to Assign Salesforce Lead to Group

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Pipedrive Deal Stage Match to Has Submitted Typeform to Update Salesforce Field

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Pipedrive Deal Status Match to Has Submitted Typeform to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Has Submitted Typeform to Assign Salesforce Lead

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Pipedrive Deal Status Match to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Has Submitted Typeform to Add Salesforce Task

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Pipedrive Deal Status Match to Has Submitted Typeform to Assign Salesforce Lead to Group

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Pipedrive Deal Status Match to Has Submitted Typeform to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Typeform to Update Pipedrive Deal Stage

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Salesforce Campaign Trigger to Has Submitted Typeform to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Has Submitted Typeform to Add a Pipedrive Deal

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Salesforce Campaign Trigger to Has Submitted Typeform to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Has Submitted Typeform to Update Pipedrive Person Field

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Salesforce Field Changed to Has Submitted Typeform to Update Pipedrive Deal Stage

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Salesforce Field Changed to Has Submitted Typeform to Schedule Pipedrive Activity

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Salesforce Field Changed to Has Submitted Typeform to Add a Pipedrive Deal

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Salesforce Field Changed to Has Submitted Typeform to Assign Pipedrive Person Owner

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Salesforce Field Changed to Has Submitted Typeform to Update Pipedrive Person Field

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Typeform Submitted to Has Submitted Typeform to Schedule Pipedrive Activity

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Salesforce Field Changed to Has Submitted Typeform to Assign Pipedrive Person Owner

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Typeform Submitted to Schedule Pipedrive Activity to Assign Salesforce Lead to Group

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Typeform Submitted to Check Salesforce Campaign Member Status to Assign Pipedrive Person Owner

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Typeform Submitted to Update Pipedrive Person Field to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Has Submitted Typeform to Assign Salesforce Lead to Group

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Typeform Submitted to Add a Pipedrive Deal to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Salesforce Campaign Member Status to Add a Pipedrive Deal

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Typeform Submitted to Update Pipedrive Person Field to Set Salesforce Campaign Member Status

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Person Field Match to Has Submitted Typeform to Assign Salesforce Lead

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Typeform Submitted to Assign Salesforce Lead to Group to Assign Pipedrive Person Owner

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Typeform Submitted to Update Salesforce Field to Add a Pipedrive Deal

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Typeform Submitted to Assign Pipedrive Person Owner to Assign Salesforce Lead

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Typeform Submitted to Check Salesforce Field to Assign Pipedrive Person Owner

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Typeform Submitted to Check Pipedrive Person Field to Assign Salesforce Lead to Group

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Pipedrive Deal Stage Match to Has Submitted Typeform to Schedule Pipedrive Activity

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Typeform Submitted to Assign Pipedrive Person Owner to Assign Salesforce Lead to Group

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Pipedrive Deal Stage Match to Has Submitted Typeform to Assign Pipedrive Person Owner

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Typeform Submitted to Update Salesforce Field to Assign Pipedrive Person Owner

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Person Field Match to Has Submitted Typeform to Schedule Pipedrive Activity

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Showing 130 journey ideas for Typeform, Pipedrive and Salesforce

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 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.

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Pipedrive integration and the Salesforce integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).

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.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Typeform, Pipedrive and Salesforce.