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 Deal Stage Change to Freshdesk Update Ticket to Add a Pipedrive Deal

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

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

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

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

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Pipedrive Deal Status Match to Add a Pipedrive Deal to Assign Base Contact Owner

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

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Check Base Deal Stage to Assign Base Contact Owner to Add a Pipedrive Deal

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

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Base Contact Field Change to Freshdesk Update Ticket to Add a Pipedrive Deal

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Check Base Contact Field to Freshdesk Ticket Status to Schedule Pipedrive Activity

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

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Create New Freshdesk Ticket to Update Pipedrive Deal Stage to Assign Base Contact Owner

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

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Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Assign Base Contact Owner

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Freshdesk Ticket Updated to Add a Pipedrive Deal to Assign Base Contact Owner

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

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Assign Base Task to Freshdesk Update Ticket to Add a Pipedrive Deal

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

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Freshdesk Contact Updated to Assign Base Contact Owner to Schedule Pipedrive Activity

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

Journey Actions

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.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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.