Pipedrive + AB Split Testing + Close.io integration

Use Autopilot to create journeys that use the Pipedrive, AB Split Testing and Close.io integrations.

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Marketing Automation ideas to integrate Pipedrive, AB Split Testing and Close.io.

Pipedrive Deal Status Match to AB Split to Update Pipedrive Person Field

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Close.io Field Change to Schedule Pipedrive Activity to AB Split

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Close.io Field Change to Check Pipedrive Deal Stage to AB Split

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Pipedrive Deal Stage Match to Update Close.io Opportunity Stage to AB Split

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Close.io Field Change to AB Split to Update Pipedrive Deal Field

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Pipedrive Deal Stage Match to AB Split to Update Pipedrive Deal

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Person Field Match to Check Pipedrive Deal Field to AB Split

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Pipedrive Deal Status Match to AB Split to Assign Close.io Lead

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New Close.io Event to AB Split to Add Pipedrive Note

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Close.io Opportunity Status Change to Update Pipedrive Deal to AB Split

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Close.io Field Change to AB Split to Assign Pipedrive Person Owner

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Close.io Opportunity Status Change to AB Split to Update Pipedrive Person Field

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Person Field Match to AB Split to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to AB Split to Update Pipedrive Deal Field

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Pipedrive Deal Stage Match to Assign Close.io Task to AB Split

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Person Field Match to Add Pipedrive Deal to AB Split

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Close.io Opportunity Status Change to Check Pipedrive Deal Stage to AB Split

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Pipedrive Deal Stage Match to AB Split to Assign Close.io Task

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Person Field Match to Update Close.io Field to AB Split

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Person Field Match to AB Split to Update Pipedrive Person Field

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Showing 20 journey ideas for Pipedrive, AB Split Testing and Close.io

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 AB Split Testing integration

AB Split Testing is vital to optimizing your marketing. Running regular experiments helps you to maximize the impact of your marketing spend. For example, you might setup an AB Split Test to see which email subject line leads to the best open or click rate. Or you might setup a test to see which Facebook Ad leads to the most conversions. Ongoing success in marketing comes down to making AB Split Testing part of every customer journey. Autopilot makes that easy.

About the Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, AB Split Testing integration and the Close.io integration.

Journey Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
AB Split
Randomly split contacts into two groups.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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 Pipedrive, AB Split Testing and Close.io.