Newbie question on drip marketing - what tools to integrate with Pipedrive?

Jim Johnson_39815
Jim Johnson_39815 Member Posts: 3
First Comment
edited July 2022 in Workflow Automation #1

I'm looking for basic direction on what tool to use for an email drip marketing campaign. I'm putting together a marketing / sales campaign.  I have an identified target market segment and supporting collateral (video, landing page, Calendly, supporting web pages). I'm selling online workshops for process change, strategy, team building, etc.

I've been using Pipedrive as a simple contact database; I like the Pipedrive UI. I have Seamless.ai for leads, so good integration with Pipedrive. I have a MailChimp account that I have set up for SaaS technical notifications, however, I could use it for other things.  I've done a drip campaign using Cleverly for LinkedIn connections so get the general idea about drip.

I would be happy to make 100 contacts per week, to start.  I'd like the following basic features:

- Strong integration with Pipedrive
- Send initial email (with a clickable picture, leading to a video and landing page)
- Stop the campaign if they open or click, so I can do a custom follow up
- Send a second email if no response
- Send a third email if no response.
- Be able to track the "no response" after the third email.

Again, I'm looking for recommendations on the best / most widely used marketing tools that are used in integration with Pipedrive to accomplish those things.

Thanks!

UPDATE:  On further research, I started a 14-day trial of AutoPilot.

 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited March 2022 #2

    You could also try Outfunnel. @Andrus Purde here can help answer any specific questions. :)

  • Jim Johnson_39815
    Jim Johnson_39815 Member Posts: 3
    First Comment
    edited March 2022 #3

    You could also try Outfunnel. @Andrus Purde here can help answer any specific questions. :)

    Thanks

  • Andrus Purde
    Andrus Purde Member Posts: 123
    First Anniversary 5 Likes First Comment Name Dropper
    edited March 2022 #4

    MailChimp's "journeys" would have been a good option as well, with Outfunnel to handle the deep integration between Pipedrive and Mailchimp.

    I've heard mixed reviews about Autopilot's Pipedrive integration, so keen to hear whether it'll work for you once you've finalized testing. 

  • Andy Theimer
    Andy Theimer Member Posts: 11
    First Anniversary First Comment Photogenic
    edited March 2022 #5

    Jim, how are things going with AutoPilot?  Are you able to sync contacts <> Pipedrive smoothly?

    I was planning to use Customer.io but perhaps this is another path.

    Is there any marketing automation tool that has a built-in "contact sync" with Pipedrive?  I have used Marketo and Pardot in the past and CRM syncing is de-facto but looking for a way to sync contacts between a smaller tool like Customer.io <> Pipedrive.  HubSpot really hurt a lot of folks by killing PiSync.

     

     

  • Jim Johnson_39815
    Jim Johnson_39815 Member Posts: 3
    First Comment
    edited March 2022 #6

    Jim, how are things going with AutoPilot?  Are you able to sync contacts <> Pipedrive smoothly?

    I was planning to use Customer.io but perhaps this is another path.

    Is there any marketing automation tool that has a built-in "contact sync" with Pipedrive?  I have used Marketo and Pardot in the past and CRM syncing is de-facto but looking for a way to sync contacts between a smaller tool like Customer.io <> Pipedrive.  HubSpot really hurt a lot of folks by killing PiSync.

     

     

    I have decided to go with Apollo Professional ($99/mo $79 if annual).  I was looking at 
    Seamless.ai => Pipedrive => Autopilot.  
    (I had a highly discounted 1 year subscription to Seamless that had not started u$ing - ouch)

    However Apollo looks as good if not better than Seamless for my volumes (Seamless has basically no volume limitations) 

    AND

    Apollo has lots of basic CRM "contact management" features.  Apollo has native integration with Hubspot and Salesforce, and has "export limits" (but 1000 per month is huge for me). 

    I found that Apollo Professional has significantly more functionality than Apollo Basic ($49/mo), but I had to look at it very closely and think about my workflow to figure that out.

    So with Apollo I may have either NO integrations or only ONE, versus TWO.  

    AND 

    I still might use Apollo => Pipedrive, by exporting contacts to Pipedrive when they become fully engaged. Because I'm familiar with Pipedrive and like the UI a lot. On the other hand, I'll probably do Apollo <=> Hubspot when I get to the point of wanting more complete CRM, just because it's simpler, and I'm not wedded to Pipedrive at this point. And Apollo might work with Hubspot/Free for what I want.

    I'm going to be living in this software much of my work day, so the "all in one" with Apollo was a major decision factor. Plus their support has been great, and their overall "commercial reputation and appearance" makes me comfortable with the decision.

     

     

  • Michael Tomar
    Michael Tomar Member Posts: 11
    First Comment Photogenic

    Third-party services can be used to integrate Drip and Pipedrive. For example, you can use the Skyvia cloud service. No coding platform with a freemium version