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.

New Close.io Event to Add a Pipedrive Deal to Update Close.io Field

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Close.io Opportunity Status Change to Create Close.io Opportunity to Assign Pipedrive Person Owner

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New Close.io Event to Check Close.io Field to Schedule Pipedrive Activity

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New Close.io Event to Check Pipedrive Deal Stage to Create Close.io Opportunity

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Close.io Field Change to Update Close.io Opportunity Stage 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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Person Field Match to Update Close.io Opportunity Stage to Schedule Pipedrive Activity

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

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

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Delighted NPS Response to Check Pipedrive Deal Stage to Assign Close.io Task

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Pipedrive Deal Stage Match to Check Delighted NPS Response to Create Close.io Opportunity

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Delighted NPS Response to Create Close.io Opportunity to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Assign Close.io Task

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

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

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

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Delighted NPS Response to Check Close.io Field to Assign Pipedrive Person Owner

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Delighted NPS Response to Update Close.io Opportunity Stage to Update Pipedrive Person Field

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

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Pipedrive Deal Status Match to Update Close.io Field to Send Delighted NPS Survey

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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
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).
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.

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).
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.

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.
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.