Pipedrive + Base CRM + SurveyMonkey integration

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

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

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

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

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Person Field Match to Schedule Pipedrive Activity to Assign Base Contact Owner

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Add a Base Deal to Send SurveyMonkey Survey to Add Pipedrive Deal

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

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Base Deal Stage Change to Check Pipedrive Deal Stage to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Check Base Deal Stage to Update Pipedrive Deal

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Base Contact Field Change to Assign Pipedrive Person Owner to Send SurveyMonkey Survey

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Base Deal Stage Change to Update Base Contact Field to Add Pipedrive Note

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Person Field Match to Check Base Contact Field to Add Pipedrive Deal

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

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

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

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Pipedrive Deal Status Match to Send SurveyMonkey Survey to Update Base Contact Field

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Add a Base Deal to Send SurveyMonkey Survey to Assign Pipedrive Person Owner

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

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

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Add a Base Deal to Schedule Pipedrive Activity to Send SurveyMonkey Survey

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

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Pipedrive Deal Status Match to Check Base Deal Stage to Add Pipedrive Deal

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Showing 20 journey ideas for Pipedrive, Base CRM and SurveyMonkey

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 SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Base CRM integration and the SurveyMonkey 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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

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.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.

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 SurveyMonkey.