Delighted + Pipedrive + Base CRM integration

Use Autopilot to create journeys that use the Delighted, Pipedrive and Base CRM integrations.

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Marketing Automation ideas to integrate Delighted, Pipedrive and Base CRM.

Assign Base Task to Send Delighted NPS Survey to Update Pipedrive Deal Stage

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Delighted NPS Response to Assign Pipedrive Person Owner to Assign Base Contact Owner

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Assign Base Task to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Delighted NPS Response to Send Delighted NPS Survey to Update Pipedrive Person Field

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Add a Base Deal to Send Delighted NPS Survey to Update Pipedrive Person Field

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Send Delighted NPS Survey

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Base Contact Field Change to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Base Contact Field Change to Assign Pipedrive Person Owner to Send Delighted NPS Survey

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Check Base Contact Field to Update Pipedrive Person Field to Send Delighted NPS Survey

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Delighted NPS Response to Schedule Pipedrive Activity to Update Base Contact Field

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Check Base Deal Stage to Schedule Pipedrive Activity to Send Delighted NPS Survey

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Base Deal Stage Change to Check Delighted NPS Response to Update Pipedrive Deal Stage

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Delighted NPS Response to Send Delighted NPS Survey to Add Pipedrive Deal

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Base Contact Field Change to Send Delighted NPS Survey to Update Pipedrive Person Field

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Add a Base Deal to Update Pipedrive Deal Stage to Send Delighted NPS Survey

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Delighted NPS Response to Update Pipedrive Person Field to Send Delighted NPS Survey

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Pipedrive Deal Stage Match to Check Delighted NPS Response to Update Pipedrive Person Field

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Person Field Match to Update Base Contact Field to Send Delighted NPS Survey

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Pipedrive Deal Stage Match to Send Delighted NPS Survey to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Assign Base Contact Owner to Send Delighted NPS Survey

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Showing 20 journey ideas for Delighted, Pipedrive and Base CRM

About the Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

About the Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Delighted integration, Pipedrive integration and the Base CRM integration.

Journey Triggers

Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.

Journey Actions

Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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 Delighted, Pipedrive and Base CRM.