pipedrive >> Autopilot

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.

Get in touch

Speak with
an Expert

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.

Let us know about the service you need

About Axis Consulting

At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.