Pipedrive + Close.io Integration

Use Autopilot to automate and integrate Pipedrive and Close.io.

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Marketing Automation ideas to integrate Pipedrive and Close.io

Close.io Opportunity Status Change to Update Close.io Opportunity Stage to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Changed to Remove from Google AdWords Audience

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Person Field Changed to Update Close.io Opportunity Stage

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New Close.io Event to Assign Close.io Task to Add a Pipedrive Deal

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Person Field Changed to Create Close.io Opportunity

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Pipedrive Deal Status Changed to Update Close.io Opportunity Stage

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New Close.io Event to Remove from Google AdWords Audience to Update Pipedrive Deal Stage

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New Close.io Event to Assign Pipedrive Person Owner to Create Close.io Opportunity

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Pipedrive Deal Status Changed to Assign Close.io Task

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New Close.io Event to Schedule Pipedrive Activity to Send Email

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Pipedrive Deal Status Changed to Assign Pipedrive Person Owner to Update Close.io Field

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Pipedrive Deal Stage Changed to Update Close.io Opportunity Stage

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Recurly Subscription to Assign Close.io Lead to Assign Pipedrive Person Owner

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Person Field Changed to Check Close.io Field to Schedule Pipedrive Activity

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Person Field Changed to Add a Pipedrive Deal to Create Close.io Opportunity

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New Close.io Event to Update Pipedrive Person Field

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New Close.io Event to Assign Pipedrive Person Owner

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Pipedrive Deal Status Changed to Create Close.io Opportunity

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New Close.io Event to Assign Pipedrive Person Owner

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Pipedrive Deal Status Changed to Update Close.io Opportunity Stage to Schedule Pipedrive Activity

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Showing 20 of 3860 Marketing Automation ideas using Autopilot's Pipedrive and Close.io integration.

About Pipedrive

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 Close.io

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Pipedrive integration.

Triggers

Person Field Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

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 Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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 and Close.io.