Pipedrive + Close.io + AB Split Testing integration

Use Autopilot to create journeys that use the Pipedrive, Close.io and AB Split Testing integrations.

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Marketing Automation ideas to integrate Pipedrive, Close.io and AB Split Testing.

New Close.io Event to Update Pipedrive Deal Stage to Assign Close.io Lead

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Pipedrive Deal Status Match to Create Close.io Opportunity to Add a Pipedrive Deal

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New Close.io Event to Create Close.io Opportunity to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Create Close.io Opportunity to Update Pipedrive Person Field

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Person Field Match to Assign Close.io Task to Add a Pipedrive Deal

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New Close.io Event to Update Close.io Opportunity Stage to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to AB Split to Assign Close.io Task

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New Close.io Event to Assign Close.io Lead to Update Pipedrive Deal Stage

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Close.io Field Change to Assign Close.io Task to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Add a Pipedrive Deal to Update Close.io Field

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Close.io Opportunity Status Change to Check Pipedrive Deal Stage to Update Close.io Opportunity Stage

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New Close.io Event to Assign Close.io Task to Assign Pipedrive Person Owner

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Close.io Field Change to Update Close.io Field to Add a Pipedrive Deal

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Close.io Opportunity Status Change to Create Close.io Opportunity to Add a Pipedrive Deal

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New Close.io Event to Update Pipedrive Person Field to Update Close.io Opportunity Stage

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Person Field Match to Assign Close.io Task to Assign Pipedrive Person Owner

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Close.io Field Change to Check Pipedrive Deal Stage to Create Close.io Opportunity

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Close.io Opportunity Status Change to Assign Close.io Lead to Schedule Pipedrive Activity

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Close.io Opportunity Status Change to Update Close.io Opportunity Stage to Update Pipedrive Person Field

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New Close.io Event to Update Close.io Opportunity Stage to Assign Pipedrive Person Owner

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Showing 20 journey ideas for Pipedrive, Close.io and AB Split Testing

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 Close.io integration

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

About the AB Split Testing integration

AB Split Testing is vital to optimizing your marketing. Running regular experiments helps you to maximize the impact of your marketing spend. For example, you might setup an AB Split Test to see which email subject line leads to the best open or click rate. Or you might setup a test to see which Facebook Ad leads to the most conversions. Ongoing success in marketing comes down to making AB Split Testing part of every customer journey. Autopilot makes that easy.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Close.io integration and the AB Split Testing 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.
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).

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.
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.
AB Split
Randomly split contacts into two groups.

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, Close.io and AB Split Testing.