Pipedrive + Base CRM + Heap integration

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

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

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

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Add a Base Deal to Assign Base Contact Owner to Schedule Pipedrive Activity

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Heap Event to Update Pipedrive Deal to Update Base Contact Field

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Heap Event to Check Base Deal Stage to Add Pipedrive Note

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

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

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

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

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

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

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

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

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Heap Event to Assign Base Contact Owner to Update Pipedrive Person Field

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Pipedrive Deal Status Match to Update Pipedrive Deal Field to Assign Base Contact Owner

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Pipedrive Deal Status Match to Add Pipedrive Deal to Update Base Contact Field

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Heap Event to Check Pipedrive Deal Stage to Update Base Contact Field

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

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Add a Base Deal to Check Base Deal Stage to Update Pipedrive Person Field

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Add a Base Deal to Update Pipedrive Deal to Assign Base Contact Owner

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Person Field Match to Check Base Contact Field to Schedule Pipedrive Activity

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Showing 20 journey ideas for Pipedrive, Base CRM and Heap

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 Heap integration

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Base CRM integration and the Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap event.

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 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.

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.
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.

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 Heap.