Pipedrive + Base CRM + Freshdesk integration

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

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

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

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New Freshdesk Ticket to Update Base Contact Field to Update Pipedrive Deal Stage

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Freshdesk Contact Updated to Check Base Deal Stage to Assign Pipedrive Person Owner

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Freshdesk Contact Updated to Update Base Contact Field to Add Pipedrive Deal

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Freshdesk Contact Updated to Assign Base Contact Owner to Update Pipedrive Person Field

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

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Base Contact Field Change to Check Base Deal Stage to Schedule Pipedrive Activity

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Create New Freshdesk Ticket to Check Pipedrive Person Field to Assign Base Contact Owner

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Base Contact Field Change to Check Pipedrive Person Field to Freshdesk Update Ticket

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New Freshdesk Ticket to Check Pipedrive Person Field to Update Base Contact Field

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Pipedrive Deal Status Match to Check Base Contact Field to Schedule Pipedrive Activity

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Freshdesk Contact Updated to Assign Pipedrive Person Owner to Update Base Contact Field

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

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New Freshdesk Ticket to Add Pipedrive Deal to Assign Base Contact Owner

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Add a Base Deal to Freshdesk Ticket Status to Schedule Pipedrive Activity

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

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Freshdesk New Contact to Update Pipedrive Person Field to Update Base Contact Field

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Create New Freshdesk Ticket to Add Pipedrive Deal to Assign Base Contact Owner

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Assign Base Task to Check Pipedrive Person Field to Freshdesk Update Ticket

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Freshdesk Ticket Updated to Check Base Contact Field to Update Pipedrive Deal Stage

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Showing 20 journey ideas for Pipedrive, Base CRM and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Base CRM integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.