Pipedrive + Help Scout + Custom Fields integration

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

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Marketing Automation ideas to integrate Pipedrive, Help Scout and Custom Fields.

Help Scout Create Conversation to Schedule Pipedrive Activity to Update Field

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Help Scout Tag to Assign Pipedrive Person Owner to Update Field

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Help Scout Tag to Update Field to Assign Pipedrive Person Owner

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Help Scout Create Conversation to Check Field to Add Pipedrive Note

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Help Scout Create Conversation to Update Pipedrive Person Field to Update Field

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Help Scout Satisfaction Rating to Check Field to Update Pipedrive Person Field

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Help Scout Satisfaction Rating to Check Field to Update Pipedrive Deal

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Help Scout Tag to Check Field to Add Pipedrive Deal

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Help Scout Satisfaction Rating to Update Field to Schedule Pipedrive Activity

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Help Scout Create Conversation to Update Field to Update Pipedrive Person Field

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Help Scout Create Conversation to Update Field to Add Pipedrive Note

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Help Scout Create Conversation to Update Field to Add Pipedrive Deal

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Help Scout Create Conversation to Add Pipedrive Note to Update Field

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Help Scout Satisfaction Rating to Check Field to Assign Pipedrive Person Owner

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Help Scout Satisfaction Rating to Check Field to Add Pipedrive Note

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Help Scout Tag to Check Pipedrive Person Field to Update Field

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Help Scout Satisfaction Rating to Schedule Pipedrive Activity to Update Field

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Help Scout Tag to Schedule Pipedrive Activity to Update Field

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Help Scout Tag to Add Pipedrive Deal to Update Field

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Help Scout Satisfaction Rating to Add Pipedrive Deal to Update Field

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Showing 20 journey ideas for Pipedrive, Help Scout and Custom Fields

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 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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Help Scout integration and the Custom Fields 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.
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.
Field Match
Add a contact to a journey when a particular field's value 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 Field
Check if a 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.
Update Field
Update a 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, Help Scout and Custom Fields.