Pipedrive + AB Split Testing + Insightly integration
Use Autopilot to create journeys that use the Pipedrive, AB Split Testing and Insightly integrations.
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Marketing Automation ideas to integrate Pipedrive, AB Split Testing and Insightly.
Check Insightly Contact Field to AB Split to Update Pipedrive Deal Field
Insightly Opportunity Status Change to Update Pipedrive Deal Field to AB Split
Check Insightly Opportunity Stage to AB Split to Assign Pipedrive Person Owner
Check Insightly Opportunity Stage to AB Split to Add Pipedrive Deal
Insightly Contact Field Change to AB Split to Schedule Pipedrive Activity
Pipedrive Deal Stage Match to Assign Insightly Task to AB Split
Pipedrive Deal Stage Match to AB Split to Create Insightly Project
Pipedrive Deal Stage Match to Check Pipedrive Person Field to AB Split
Pipedrive Deal Stage Match to Add Pipedrive Note to AB Split
Person Field Match to AB Split to Assign Pipedrive Person Owner
Check Insightly Contact Field to Assign Pipedrive Person Owner to AB Split
Pipedrive Deal Stage Match to Update Insightly Contact Field to AB Split
Person Field Match to Assign Pipedrive Person Owner to AB Split
Insightly Contact Field Change to AB Split to Assign Pipedrive Person Owner
Insightly Contact Field Change to Update Pipedrive Deal to AB Split
Pipedrive Deal Status Match to AB Split to Add Pipedrive Deal
Check Insightly Opportunity Stage to AB Split to Update Pipedrive Deal Field
Insightly Contact Field Change to Add Pipedrive Deal to AB Split
Pipedrive Deal Status Match to AB Split to Assign Pipedrive Person Owner
Check Insightly Contact Field to AB Split to Update Pipedrive Person Field
Showing 20 journey ideas for Pipedrive, AB Split Testing and Insightly
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 Insightly integration
Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, AB Split Testing integration and the Insightly 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.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
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).
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 Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
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 Insightly.
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