Pipedrive + Base CRM + Intercom integration

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

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

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

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Add Intercom Tag to Update Base Contact Field to Schedule Pipedrive Activity

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

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New Intercom User to Update Base Contact Field to Add Pipedrive Deal

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

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Add Intercom Tag to Update Pipedrive Deal Stage to Update Base Contact Field

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New Intercom User to Add Pipedrive Deal to Assign Base Contact Owner

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

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

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New Intercom Lead to Update Base Contact Field to Schedule Pipedrive Activity

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New Intercom Lead to Assign Base Contact Owner to Update Pipedrive Deal Stage

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

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

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

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

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Intercom Tag to Check Pipedrive Person Field to Update Base Contact Field

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Add Intercom Tag to Update Pipedrive Deal Stage to Assign Base Contact Owner

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

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New Intercom Lead to Assign Pipedrive Person Owner to Assign Base Contact Owner

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

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Showing 20 journey ideas for Pipedrive, Base CRM and Intercom

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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Base CRM integration and the Intercom 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.
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.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

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.
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

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

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 Intercom.