Pipedrive and Salesforce email marketing software

Grow your business with Pipedrive and Salesforce 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 Salesforce

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.

Switch ON marketing software for Pipedrive and Salesforce

Email marketing playbooks for Pipedrive and Salesforce.

Triggers

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 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.

Actions

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.

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 Salesforce.