Hubspot CRM + Wufoo + Pipedrive integration

Use Autopilot to create journeys that use the Hubspot CRM, Wufoo and Pipedrive integrations.

Marketing Automation ideas to integrate Hubspot CRM, Wufoo and Pipedrive.

New HubSpot CRM Contact to Has Submitted Wufoo Form to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Has Submitted Wufoo Form to Update HubSpot Contact Field

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New HubSpot CRM Contact to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage

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New Wufoo Form Submitted to Has Submitted Wufoo Form to Update HubSpot Contact Field

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New Wufoo Form Submitted to Has Submitted Wufoo Form to Add HubSpot CRM Deal

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New Wufoo Form Submitted to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Has Submitted Wufoo Form to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage

Try this free

HubSpot CRM Contact Field Match to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage

Try this free

HubSpot CRM Contact Field Match to Has Submitted Wufoo Form to Update HubSpot Contact Field

Try this free

HubSpot CRM Deal Stage Match to Has Submitted Wufoo Form to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Has Submitted Wufoo Form to Add HubSpot CRM Deal

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Showing 12 journey ideas for Hubspot CRM, Wufoo and Pipedrive

About the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

About the Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.

About the Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. Send personalized messages and take action across the entire customer lifecycle. Autopilot for Pipedrive will help you close more deals and orchestrate a better sales and marketing experience for your customers. When you connect to Pipedrive we sync all of your people, organizations and activities. We’ve included templates for Audiences, Dashboards, Reports and Playbooks to help you get started. The templates cover everything from detailed Pipedrive analytics dashboards, to playbooks that help nurture subscribers into customers. All of your Pipedrive data connects to your customer data platform in Autopilot, which means you can easily ask questions like “which UTM campaign led to the most new deals?” or "which sales emails are most effective at progressing deals?”. All of your important data and metrics are now in one place. You also get access to powerful reporting and dashboards, which means you can create marketing funnels, cohorts, metrics and goals to motivate your entire team. Built in revenue attribution for campaigns will help you see the exact MRR contribution of every email you send from nurturing new subscribers to retaining existing customers.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Wufoo integration and the Pipedrive integration.

Journey Triggers

New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.

Journey Actions

Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Hubspot CRM, Wufoo and Pipedrive.