pipedrive >> Autopilot

Description
Simple and visual CRM meets simple and visual marketing automation.

Add Pipedrive shapes to Autopilot’s drag-and-drop marketing automation software with one click. Automate repetitive tasks, improve your sales workflow and win more business by nurturing leads that aren’t ready to buy.

Key features:

• Sync in real time between Pipedrive and Autopilot
• Assign leads automatically
• Create teams and setup round robin lead assignment
• Nurture leads automatically based on deal or pipeline stage
• Schedule tasks based on activities like someone filling in a lead form
• Design and send beautiful email newsletters to your prospects
• Capture leads and track user activity on your website like when someone visits the pricing page
• Score leads and assign them based on buying behavior
• Automatically send Slack messages to your team when leads are assigned
• Add leads automatically to look-a-like audiences on Facebook Ads and Google Ads
• Send messages on multiple channels like email, SMS, postcards and in-app messages
• Update Pipedrive fields

Autopilot customers include LiveChat, Patreon, Microsoft, Lean In, Greenpeace and thousands of SMBs.

Setup and installation

1. Sign up to a free 30 day trial of Autopilot (plans start from $49/month for 2,000 contacts) or if an existing customer login.
2. Navigate to Settings, then App Integrations, then Pipedrive.
3. Click “Connect” and authorize your Pipedrive account.