Pipedrive + Help Scout + Salesforce integration

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

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Marketing Automation ideas to integrate Pipedrive, Help Scout and Salesforce.

Help Scout Create Conversation to Update Pipedrive Deal to Update Salesforce Field

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Help Scout Satisfaction Rating to Check Salesforce Field to Schedule Pipedrive Activity

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Help Scout Satisfaction Rating to Update Salesforce Field to Assign Pipedrive Person Owner

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Help Scout Create Conversation to Check Salesforce Field to Add Pipedrive Deal

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Help Scout Create Conversation to Update Pipedrive Deal to Add Salesforce Task

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Help Scout Tag to Add Salesforce Task to Add Pipedrive Note

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Help Scout Tag to Add Pipedrive Deal to Create Salesforce Opportunity

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Help Scout Create Conversation to Assign Salesforce Lead to Group to Add Pipedrive Deal

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Help Scout Create Conversation to Assign Pipedrive Person Owner to Assign Salesforce Lead

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Help Scout Create Conversation to Add Salesforce Task to Update Pipedrive Deal

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Help Scout Satisfaction Rating to Schedule Pipedrive Activity to Assign Salesforce Lead

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Help Scout Satisfaction Rating to Assign Salesforce Lead to Group to Assign Pipedrive Person Owner

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Help Scout Satisfaction Rating to Add Salesforce Task to Update Pipedrive Deal Field

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Help Scout Create Conversation to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

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Help Scout Tag to Set Salesforce Campaign Member Status to Add Pipedrive Deal

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Help Scout Satisfaction Rating to Update Pipedrive Deal to Create Salesforce Opportunity

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Help Scout Satisfaction Rating to Update Pipedrive Deal Field to Set Salesforce Campaign Member Status

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Help Scout Create Conversation to Create Salesforce Opportunity to Assign Pipedrive Person Owner

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Help Scout Satisfaction Rating to Add Salesforce Task to Update Pipedrive Deal

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Help Scout Tag to Add Salesforce Task to Add Pipedrive Deal

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Showing 20 journey ideas for Pipedrive, Help Scout 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 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 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, Help Scout 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.
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.
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 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.
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, Help Scout and Salesforce.