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.

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

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

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

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Base Contact Field Change to Check Pipedrive Deal Stage to Assign Close.io Lead

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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 Assign Close.io Task to Update Pipedrive Deal

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

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

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Pipedrive Deal Status Match to Check Close.io Field to Add Pipedrive Note

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

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Close.io Opportunity Status Change to Assign Base Contact Owner to Add Pipedrive Note

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Base Contact Field Change to Check Pipedrive Person Field to Assign Close.io Task

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New Close.io Event to Check Close.io Opportunity Status to Update Pipedrive Deal Field

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

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New Close.io Event to Schedule Pipedrive Activity to Update Close.io Opportunity Stage

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New Close.io Event to Add Pipedrive Note to Create Close.io Opportunity

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Close.io Opportunity Status Change to Add Pipedrive Note to Update Close.io Field

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Person Field Match to Add Pipedrive Note to Update Close.io Field

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

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New Close.io Event to Check Close.io Field to Assign Pipedrive Person Owner

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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
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.
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).
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.

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 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).
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.

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.
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.