Pipedrive + Close.io + Base CRM integration

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

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Marketing Automation ideas to integrate Pipedrive, Close.io and Base CRM.

Pipedrive Deal Status Match to Check Close.io Field to Update Base Contact Field

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

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

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Person Field Match to Create Close.io Opportunity to Assign Base Contact Owner

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Check Base Contact Field to Assign Pipedrive Person Owner to Assign Close.io Lead

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Check Base Deal Stage to Check Pipedrive Deal Stage to Update Close.io Field

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Pipedrive Deal Status Match to Add a Pipedrive Deal to Update Close.io Opportunity Stage

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Base Deal Stage Change to Assign Close.io Lead to Schedule Pipedrive Activity

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New Close.io Event to Assign Pipedrive Person Owner to Assign Base Contact Owner

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Assign Close.io Lead

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Assign Base Task to Create Close.io Opportunity to Schedule Pipedrive Activity

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Person Field Match to Update Base Contact Field to Update Close.io Opportunity Stage

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

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Add a Base Deal to Update Close.io Opportunity Stage to Assign Pipedrive Person Owner

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Base Contact Field Change to Update Close.io Field to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Update Close.io Opportunity Stage to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Check Pipedrive Person Field to Update Close.io Field

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Pipedrive Deal Status Match to Schedule Pipedrive Activity to Assign Close.io Task

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Person Field Match to Check Pipedrive Deal Stage to Update Close.io Field

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Close.io Opportunity Status Change to Check Pipedrive Deal Stage to Assign Close.io Lead

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Showing 20 journey ideas for Pipedrive, Close.io and Base CRM

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 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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Close.io integration and the Base CRM 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).
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.

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.
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.

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 Base CRM.