Typeform + Pipedrive + Sendgrid integration

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

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Marketing Automation ideas to integrate Typeform, Pipedrive and Sendgrid.

Person Field Match to Has Submitted Typeform to Schedule Pipedrive Activity

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Person Field Match to Has Submitted Typeform to Add Pipedrive Note

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Typeform Submitted to Has Submitted Typeform to Add Pipedrive Deal

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Typeform Submitted to Add Pipedrive Deal to Send Sendgrid Transactional Email

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Typeform Submitted to Send Sendgrid Transactional Email to Schedule Pipedrive Activity

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Typeform Submitted to Has Submitted Typeform to Update Pipedrive Deal Field

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Pipedrive Deal Stage Match to Has Submitted Typeform to Add Pipedrive Note

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Typeform Submitted to Send Sendgrid Transactional Email to Update Pipedrive Deal Field

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

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

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

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Typeform Submitted to Assign Pipedrive Person Owner to Send Sendgrid Transactional Email

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

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Typeform Submitted to Has Submitted Typeform to Update Pipedrive Person Field

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Typeform Submitted to Check Pipedrive Person Field to Send Sendgrid Transactional Email

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Typeform Submitted to Add Pipedrive Note to Send Sendgrid Transactional Email

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Pipedrive Deal Stage Match to Has Submitted Typeform to Send Sendgrid Transactional Email

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Typeform Submitted to Send Sendgrid Transactional Email to Add Pipedrive Deal

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Typeform Submitted to Check Pipedrive Deal Field to Send Sendgrid Transactional Email

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

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Showing 20 journey ideas for Typeform, Pipedrive and Sendgrid

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

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

Journey Triggers

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

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

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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Sendgrid.