Pipedrive and Hubspot CRM email marketing software

Grow your business with Pipedrive and Hubspot CRM email marketing software.

About Pipedrive

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.

About Hubspot CRM

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.

Switch ON marketing software for Pipedrive and Hubspot CRM

Email marketing playbooks for Pipedrive and Hubspot CRM.

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.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.

Playbooks

Welcome new subscribers
When someone subscribers, thank them.
Nurture new subscribers into deals
Send Pipedrive leads useful content and build a relationship so that you stay top of mind.
Onboard new customers
When someone becomes a customer, help onboard them to your product by delivering targeted content.
Retain and grow existing customers with highly personalized messages
Send the right message to the right Pipedrive customers at the right time.

Switch ON better marketing for your business

The best email marketing for ecommerce and SaaS businesses.

Create branded pop ups to convert people who browse your store into subscribers, organize all of your customer data into a single place and show you the audiences you should target and setup all the campaigns you need to grow your store like abandoned cart, new customer welcome, birthday coupons and browser abandonment. Autopilot integrates and automates the applications you’re already using like Pipedrive and Hubspot CRM.