Pipedrive + Headsup + Salesforce integration

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

Marketing Automation ideas to integrate Pipedrive, Headsup and Salesforce.

Person Field Match to Show Headsup Message to Create Salesforce Opportunity

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Person Field Match to Show Headsup Message to Assign Salesforce Lead

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Person Field Match to Show Headsup Message to Set Salesforce Campaign Member Status

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Person Field Match to Show Headsup Message to Add Salesforce Task

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Person Field Match to Show Headsup Message to Assign Salesforce Lead to Group

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Person Field Match to Show Headsup Message to Update Salesforce Field

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Person Field Match to Check Headsup Status to Create Salesforce Opportunity

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Person Field Match to Check Headsup Status to Assign Salesforce Lead

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Person Field Match to Check Headsup Status to Set Salesforce Campaign Member Status

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Person Field Match to Check Headsup Status to Add Salesforce Task

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Person Field Match to Check Headsup Status to Assign Salesforce Lead to Group

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Person Field Match to Check Headsup Status to Update Salesforce Field

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Person Field Match to Create Salesforce Opportunity to Show Headsup Message

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Person Field Match to Assign Salesforce Lead to Show Headsup Message

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Person Field Match to Set Salesforce Campaign Member Status to Show Headsup Message

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Person Field Match to Add Salesforce Task to Show Headsup Message

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Person Field Match to Check Salesforce Field to Show Headsup Message

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Person Field Match to Check Salesforce Campaign Member Status to Show Headsup Message

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Person Field Match to Assign Salesforce Lead to Group to Show Headsup Message

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Person Field Match to Update Salesforce Field to Show Headsup Message

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Pipedrive Deal Status Match to Show Headsup Message to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Show Headsup Message to Assign Salesforce Lead

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Pipedrive Deal Status Match to Show Headsup Message to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Show Headsup Message to Add Salesforce Task

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Pipedrive Deal Status Match to Show Headsup Message to Assign Salesforce Lead to Group

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Pipedrive Deal Status Match to Show Headsup Message to Update Salesforce Field

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Pipedrive Deal Status Match to Check Headsup Status to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Check Headsup Status to Assign Salesforce Lead

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Pipedrive Deal Status Match to Check Headsup Status to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Check Headsup Status to Add Salesforce Task

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Pipedrive Deal Status Match to Check Headsup Status to Assign Salesforce Lead to Group

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Pipedrive Deal Status Match to Check Headsup Status to Update Salesforce Field

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Pipedrive Deal Status Match to Create Salesforce Opportunity to Show Headsup Message

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Pipedrive Deal Status Match to Assign Salesforce Lead to Show Headsup Message

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Pipedrive Deal Status Match to Set Salesforce Campaign Member Status to Show Headsup Message

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Pipedrive Deal Status Match to Add Salesforce Task to Show Headsup Message

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Pipedrive Deal Status Match to Check Salesforce Field to Show Headsup Message

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Pipedrive Deal Status Match to Check Salesforce Campaign Member Status to Show Headsup Message

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Pipedrive Deal Status Match to Assign Salesforce Lead to Group to Show Headsup Message

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Pipedrive Deal Status Match to Update Salesforce Field to Show Headsup Message

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Pipedrive Deal Stage Match to Show Headsup Message to Create Salesforce Opportunity

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Pipedrive Deal Stage Match to Show Headsup Message to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Show Headsup Message to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Show Headsup Message to Add Salesforce Task

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Pipedrive Deal Stage Match to Show Headsup Message to Assign Salesforce Lead to Group

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Pipedrive Deal Stage Match to Show Headsup Message to Update Salesforce Field

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Pipedrive Deal Stage Match to Check Headsup Status to Create Salesforce Opportunity

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Pipedrive Deal Stage Match to Check Headsup Status to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Check Headsup Status to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Check Headsup Status to Add Salesforce Task

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Pipedrive Deal Stage Match to Check Headsup Status to Assign Salesforce Lead to Group

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Pipedrive Deal Stage Match to Check Headsup Status to Update Salesforce Field

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Pipedrive Deal Stage Match to Create Salesforce Opportunity to Show Headsup Message

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Show Headsup Message

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Show Headsup Message

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Pipedrive Deal Stage Match to Add Salesforce Task to Show Headsup Message

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Pipedrive Deal Stage Match to Check Salesforce Field to Show Headsup Message

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Pipedrive Deal Stage Match to Check Salesforce Campaign Member Status to Show Headsup Message

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Show Headsup Message

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Pipedrive Deal Stage Match to Update Salesforce Field to Show Headsup Message

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Salesforce Campaign Trigger to Update Pipedrive Person Field to Show Headsup Message

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Salesforce Campaign Trigger to Update Pipedrive Deal to Show Headsup Message

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Salesforce Campaign Trigger to Check Pipedrive Person Field to Show Headsup Message

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Salesforce Campaign Trigger to Check Pipedrive Deal Stage to Show Headsup Message

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Salesforce Campaign Trigger to Assign Pipedrive Person Owner to Show Headsup Message

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Salesforce Campaign Trigger to Schedule Pipedrive Activity to Show Headsup Message

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Salesforce Campaign Trigger to Add Pipedrive Deal to Show Headsup Message

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Salesforce Campaign Trigger to Add Pipedrive Note to Show Headsup Message

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Salesforce Campaign Trigger to Update Pipedrive Deal Field to Show Headsup Message

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Salesforce Campaign Trigger to Check Pipedrive Deal Field to Show Headsup Message

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Salesforce Campaign Trigger to Show Headsup Message to Update Pipedrive Person Field

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Salesforce Campaign Trigger to Show Headsup Message to Update Pipedrive Deal

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Salesforce Campaign Trigger to Show Headsup Message to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Show Headsup Message to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Show Headsup Message to Add Pipedrive Deal

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Salesforce Campaign Trigger to Show Headsup Message to Add Pipedrive Note

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Salesforce Campaign Trigger to Show Headsup Message to Update Pipedrive Deal Field

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Salesforce Campaign Trigger to Check Headsup Status to Update Pipedrive Person Field

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Salesforce Campaign Trigger to Check Headsup Status to Update Pipedrive Deal

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Salesforce Campaign Trigger to Check Headsup Status to Assign Pipedrive Person Owner

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Salesforce Campaign Trigger to Check Headsup Status to Schedule Pipedrive Activity

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Salesforce Campaign Trigger to Check Headsup Status to Add Pipedrive Deal

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Salesforce Campaign Trigger to Check Headsup Status to Add Pipedrive Note

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Salesforce Campaign Trigger to Check Headsup Status to Update Pipedrive Deal Field

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Salesforce Field Changed to Update Pipedrive Person Field to Show Headsup Message

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Salesforce Field Changed to Update Pipedrive Deal to Show Headsup Message

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Salesforce Field Changed to Check Pipedrive Person Field to Show Headsup Message

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Salesforce Field Changed to Check Pipedrive Deal Stage to Show Headsup Message

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Salesforce Field Changed to Assign Pipedrive Person Owner to Show Headsup Message

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Salesforce Field Changed to Schedule Pipedrive Activity to Show Headsup Message

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Salesforce Field Changed to Add Pipedrive Deal to Show Headsup Message

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Salesforce Field Changed to Add Pipedrive Note to Show Headsup Message

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Salesforce Field Changed to Update Pipedrive Deal Field to Show Headsup Message

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Salesforce Field Changed to Check Pipedrive Deal Field to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Update Pipedrive Person Field

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Salesforce Field Changed to Show Headsup Message to Update Pipedrive Deal

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Salesforce Field Changed to Show Headsup Message to Assign Pipedrive Person Owner

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Salesforce Field Changed to Show Headsup Message to Schedule Pipedrive Activity

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Salesforce Field Changed to Show Headsup Message to Add Pipedrive Deal

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Salesforce Field Changed to Show Headsup Message to Add Pipedrive Note

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Salesforce Field Changed to Show Headsup Message to Update Pipedrive Deal Field

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Salesforce Field Changed to Check Headsup Status to Update Pipedrive Person Field

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Salesforce Field Changed to Check Headsup Status to Update Pipedrive Deal

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Salesforce Field Changed to Check Headsup Status to Assign Pipedrive Person Owner

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Salesforce Field Changed to Check Headsup Status to Schedule Pipedrive Activity

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Salesforce Field Changed to Check Headsup Status to Add Pipedrive Deal

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Salesforce Field Changed to Check Headsup Status to Add Pipedrive Note

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Salesforce Field Changed to Check Headsup Status to Update Pipedrive Deal Field

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Pipedrive Deal Stage Match to Show Headsup Message to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Check Pipedrive Person Field to Show Headsup Message

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Salesforce Campaign Trigger to Check Headsup Status to Add Pipedrive Note

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Pipedrive Deal Status Match to Add Pipedrive Note to Show Headsup Message

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Salesforce Campaign Trigger to Check Headsup Status to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Show Headsup Message to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Update Pipedrive Deal Field to Show Headsup Message

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Pipedrive Deal Status Match to Add Salesforce Task to Show Headsup Message

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Pipedrive Deal Stage Match to Check Headsup Status to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Check Headsup Status to Update Pipedrive Deal Field

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Person Field Match to Show Headsup Message to Assign Salesforce Lead

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Pipedrive Deal Stage Match to Show Headsup Message to Update Pipedrive Person Field

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Person Field Match to Show Headsup Message to Add Pipedrive Deal

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Salesforce Campaign Trigger to Check Headsup Status to Schedule Pipedrive Activity

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Person Field Match to Check Headsup Status to Update Salesforce Field

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Pipedrive Deal Stage Match to Check Headsup Status to Add Pipedrive Deal

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Person Field Match to Show Headsup Message to Assign Pipedrive Person Owner

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Salesforce Field Changed to Show Headsup Message to Update Pipedrive Deal

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Person Field Match to Show Headsup Message to Create Salesforce Opportunity

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Person Field Match to Check Headsup Status to Assign Salesforce Lead to Group

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Showing 128 journey ideas for Pipedrive, Headsup and Salesforce

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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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 Pipedrive integration, Headsup integration and the Salesforce integration.

Journey Triggers

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.
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 meets your criteria (e.g. contains a particular word).

Conditions

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).
Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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 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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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 Pipedrive, Headsup and Salesforce.