Pipedrive + Base CRM + Zendesk integration

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

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

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

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

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

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

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Add a Base Deal to Check Pipedrive Deal Stage to Submit New Zendesk Ticket

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Base Contact Field Change to Update Pipedrive Deal to Submit New Zendesk Ticket

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Assign Base Task to Add Pipedrive Note to Assign Base Contact Owner

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Assign Base Task to Check Base Deal Stage to Update Pipedrive Deal

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Assign Base Task to Check Pipedrive Deal Field to Submit New Zendesk Ticket

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

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Base Deal Stage Change to Zendesk Ticket Status to Update Pipedrive Deal

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

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

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Pipedrive Deal Stage Match to Submit New Zendesk Ticket to Assign Base Contact Owner

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

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

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Base Contact Field Change to Check Base Contact Field to Schedule Pipedrive Activity

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

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

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Base Contact Field Change to Submit New Zendesk Ticket to Assign Pipedrive Person Owner

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Showing 20 journey ideas for Pipedrive, Base CRM and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Base CRM integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for 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 Zendesk.