Anybody have Pipedrive and autopilot integrated ? Does it work well ?
Discussion on Autopilot, a visual marketing automation software.1 follower0 questions7 posts
Discussion on Autopilot, a visual marketing automation software.
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I am starting to use autopilot as my automation platform after trying out infusionsoft and active campaign. One issue that I have run into is when there is a field other than plain text, the formatting isn’t carrying over.
For example: date of birth is a date field in Pipedrive, and in autopilot it is changed to the “day before at 7:00pm.” When I map out the “source -person” field that pipdrive connects a specific person autopilot just inserts a number, which I am guessing is the contact id. Has anyone else found a fix for this?
I can do... (More)
Working on my customer follow up pipeline. That one I would like to set up to be nearly all automatic.
Our pipeline includes- 48 hour callback/review ask, 90 day, 4 mos, 6, 9, and 12 mos.
Watching a few Autopilot hq vids and wondering if this would bolster and help with the 12 months in total follow up process?
We're releasing a beta of our Pipedrive integration for Autopilot tomorrow but I thought I would make it available here first. It adds pretty powerful marketing automation capabilities and a two-way-sync of contacts. You can do things like when someone fills in a Typeform, send your team a message on slack, create a new deal and schedule an activity. For teams with many sales people it also adds the ability to round robin lead assignment.
You can get early access now by signing up for a free account: https://autopilothq.com/free-trial.html. You can also use coupon "ilovepipedrive" for a 35% discount if... (More)