Pipedrive + Base CRM + Custom Fields integration

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

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Marketing Automation ideas to integrate Pipedrive, Base CRM and Custom Fields.

Person Field Match to Update Base Contact Field to Update Pipedrive Person Field

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Assign Base Task to Add Pipedrive Deal to Assign Base Contact Owner

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Assign Base Task to Check Pipedrive Person Field to Update Base Contact Field

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Assign Base Task to Schedule Pipedrive Activity to Update Base Contact Field

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Pipedrive Deal Stage Match to Check Base Contact Field to Update Pipedrive Person Field

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Assign Base Task to Update Field to Assign Pipedrive Person Owner

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Person Field Match to Schedule Pipedrive Activity to Assign Base Contact Owner

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Pipedrive Deal Stage Match to Check Pipedrive Person Field to Update Base Contact Field

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Pipedrive Deal Stage Match to Update Base Contact Field to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Check Pipedrive Person Field to Assign Base Contact Owner

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Assign Base Task to Check Pipedrive Deal Stage to Update Base Contact Field

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Base Deal Stage Change to Check Pipedrive Deal Stage to Update Base Contact Field

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Base Deal Stage Change to Check Field to Schedule Pipedrive Activity

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Base Deal Stage Change to Assign Pipedrive Person Owner to Assign Base Contact Owner

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Person Field Match to Check Pipedrive Deal Stage to Assign Base Contact Owner

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Add a Base Deal to Check Pipedrive Person Field to Assign Base Contact Owner

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Base Deal Stage Change to Check Field to Add Pipedrive Deal

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Assign Base Task to Check Base Contact Field to Assign Pipedrive Person Owner

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Base Contact Field Change to Check Base Contact Field to Add Pipedrive Deal

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Add a Base Deal to Add Pipedrive Deal to Update Base Contact Field

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Showing 20 journey ideas for Pipedrive, Base CRM and Custom Fields

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.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Base CRM integration and the Custom Fields 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.
Add a Base Deal
Add a new deal against the contact in the journey.
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.
Field Match
Add a contact to a journey when a particular 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 Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
Check Field
Check if a 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 Stage
Update the stage of the latest deal associated with a contact.
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.
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.
Update Field
Update a field to a specific value.

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, Base CRM and Custom Fields.