Pipedrive + Base CRM + Zendesk integration

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

Upcoming
Upcoming

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

Check Base Contact Field to Submit New Zendesk Ticket to Update Pipedrive Deal Stage

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

Add a Base Deal to Assign Pipedrive Person Owner to Submit New Zendesk Ticket

Try this free

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

Try this free

Assign Base Task to Update Pipedrive Person Field to Submit New Zendesk Ticket

Try this free

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

Try this free

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

Try this free

Assign Base Task to Zendesk Ticket Status to Schedule Pipedrive Activity

Try this free

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

Try this free

Base Deal Stage Change to Schedule Pipedrive Activity to Submit New Zendesk Ticket

Try this free

Add a Base Deal to Zendesk Ticket Status to Assign Pipedrive Person Owner

Try this free

Add a Base Deal to Zendesk Ticket Status to Update Pipedrive Deal Stage

Try this free

Submits New Zendesk Ticket to Update Base Contact Field to Update Pipedrive Person Field

Try this free

Base Deal Stage Change to Submit New Zendesk Ticket to Update Pipedrive Deal Stage

Try this free

Base Contact Field Change to Add a Pipedrive Deal to Update Base Contact Field

Try this free

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

Try this free

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
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.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
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 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.
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 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.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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.