Salesforce + Hubspot CRM + Pipedrive integration

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

Marketing Automation ideas to integrate Salesforce, Hubspot CRM and Pipedrive.

HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Update Salesforce Field

Try this free

Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Update HubSpot Contact Field

Try this free

HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal

Try this free

Salesforce Campaign Trigger to Check Salesforce Field to Update HubSpot Contact Field

Try this free

Salesforce Field Changed to Update HubSpot Contact Field to Assign Salesforce Lead to Group

Try this free

New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Assign Salesforce Lead

Try this free

Salesforce Campaign Trigger to Update HubSpot Contact Field to Assign Salesforce Lead to Group

Try this free

Salesforce Field Changed to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

Try this free

HubSpot CRM Contact Field Match to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

Try this free

Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Update HubSpot Contact Field

Try this free

Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal

Try this free

Salesforce Campaign Trigger to Add HubSpot CRM Deal to Assign Salesforce Lead to Group

Try this free

Salesforce Field Changed to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage

Try this free

HubSpot CRM Deal Stage Match to Update Salesforce Field to Add HubSpot CRM Deal

Try this free

Salesforce Field Changed to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

Try this free

Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

Try this free

Salesforce Field Changed to Check HubSpot CRM Deal Stage to Add Salesforce Task

Try this free

Salesforce Field Changed to Check Salesforce Campaign Member Status to Update HubSpot Contact Field

Try this free

HubSpot CRM Contact Field Match to Create Salesforce Opportunity to Add HubSpot CRM Deal

Try this free

Salesforce Field Changed to Update HubSpot CRM Deal Stage to Add Salesforce Task

Try this free

Showing 20 journey ideas for Salesforce, Hubspot CRM and Pipedrive

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.

About the Hubspot CRM integration

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.

About the Pipedrive integration

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Hubspot CRM integration and the Pipedrive integration.

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

Journey 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.
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.

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 Salesforce, Hubspot CRM and Pipedrive.