Pipedrive + Base CRM + Hubspot CRM integration
Use Autopilot to create journeys that use the Pipedrive, Base CRM and Hubspot CRM integrations.
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Marketing Automation ideas to integrate Pipedrive, Base CRM and Hubspot CRM.
Assign Base Task to Update HubSpot CRM Deal Stage to Update Pipedrive Deal Field
Base Contact Field Change to Assign Pipedrive Person Owner to Add HubSpot CRM Deal
Assign Base Task to Add HubSpot CRM Deal to Add Pipedrive Note
Person Field Match to Assign Base Contact Owner to Update Pipedrive Deal
Base Deal Stage Change to Assign Pipedrive Person Owner to Update Base Contact Field
Person Field Match to Assign Base Contact Owner to Add Pipedrive Deal
Base Deal Stage Change to Assign Base Contact Owner to Update Pipedrive Person Field
Add a Base Deal to Add HubSpot CRM Deal to Add Pipedrive Deal
HubSpot CRM Deal Stage Match to Schedule Pipedrive Activity to Assign Base Contact Owner
Assign Base Task to Assign Base Contact Owner to Add Pipedrive Deal
Base Deal Stage Change to Check Base Deal Stage to Schedule Pipedrive Activity
Base Deal Stage Change to Update Pipedrive Person Field to Add HubSpot CRM Deal
Base Contact Field Change to Assign Pipedrive Person Owner to Update HubSpot Contact Field
New HubSpot CRM Contact to Assign Base Contact Owner to Assign Pipedrive Person Owner
Add a Base Deal to Add HubSpot CRM Deal to Schedule Pipedrive Activity
Base Deal Stage Change to Add Pipedrive Deal to Assign Base Contact Owner
Pipedrive Deal Status Match to Check Base Deal Stage to Update HubSpot Contact Field
Base Contact Field Change to Update HubSpot Contact Field to Add Pipedrive Note
HubSpot CRM Contact Field Match to Update Base Contact Field to Add Pipedrive Note
HubSpot CRM Deal Stage Match to Assign Base Contact Owner to Add Pipedrive Deal
Showing 20 journey ideas for Pipedrive, Base CRM and Hubspot CRM
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 Hubspot CRM integration
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Base CRM integration and the Hubspot CRM 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Hubspot CRM.
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