Pipedrive + Close.io + Delighted integration
Use Autopilot to create journeys that use the Pipedrive, Close.io and Delighted integrations.
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Marketing Automation ideas to integrate Pipedrive, Close.io and Delighted.
Close.io Field Change to Assign Close.io Task to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Update Pipedrive Person Field to Assign Close.io Lead
Pipedrive Deal Status Match to Check Close.io Field to Send Delighted NPS Survey
Delighted NPS Response to Check Pipedrive Deal Field to Update Close.io Field
Close.io Field Change to Check Close.io Opportunity Status to Add Pipedrive Deal
Person Field Match to Check Pipedrive Person Field to Assign Close.io Task
Close.io Opportunity Status Change to Check Pipedrive Deal Stage to Send Delighted NPS Survey
New Close.io Event to Create Close.io Opportunity to Add Pipedrive Note
Pipedrive Deal Stage Match to Check Close.io Opportunity Status to Update Pipedrive Person Field
New Close.io Event to Send Delighted NPS Survey to Update Pipedrive Deal Field
Pipedrive Deal Stage Match to Check Pipedrive Person Field to Assign Close.io Task
Close.io Opportunity Status Change to Check Close.io Opportunity Status to Assign Pipedrive Person Owner
Pipedrive Deal Status Match to Update Pipedrive Person Field to Assign Close.io Task
Close.io Opportunity Status Change to Update Close.io Opportunity Stage to Update Pipedrive Person Field
Person Field Match to Update Pipedrive Person Field to Update Close.io Opportunity Stage
Close.io Field Change to Schedule Pipedrive Activity to Send Delighted NPS Survey
Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Assign Close.io Lead
Delighted NPS Response to Create Close.io Opportunity to Update Pipedrive Person Field
Close.io Field Change to Update Pipedrive Person Field to Update Close.io Field
Close.io Opportunity Status Change to Check Pipedrive Deal Stage to Assign Close.io Lead
Showing 20 journey ideas for Pipedrive, Close.io and Delighted
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 Delighted integration
With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Close.io integration and the Delighted 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).
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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 Delighted NPS Response
Check the previous NPS response of the contact in the journey.
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.
Send Delighted NPS Survey
Send an NPS survey via Delighted to 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, Close.io and Delighted.
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