Pipedrive + Close.io + Hubspot CRM integration

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

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

HubSpot CRM Deal Stage Match to Update Pipedrive Person Field to Assign Close.io Lead

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

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Assign Close.io Lead

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Pipedrive Deal Status Match to Add HubSpot CRM Deal to Assign Close.io Lead

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New HubSpot CRM Contact to Check Pipedrive Deal Stage to Update Close.io Opportunity Stage

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

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Close.io Field Change to Add Pipedrive Note to Assign Close.io Task

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New Close.io Event to Update HubSpot Contact Field to Update Pipedrive Person Field

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HubSpot CRM Contact Field Match to Update Pipedrive Deal Field to Update Close.io Opportunity Stage

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New Close.io Event to Check Pipedrive Person Field to Update HubSpot CRM Deal Stage

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

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Close.io Field Change to Add HubSpot CRM Deal to Update Pipedrive Deal Field

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HubSpot CRM Deal Stage Match to Assign Pipedrive Person Owner to Update Close.io Opportunity Stage

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New Close.io Event to Update HubSpot Contact Field to Add Pipedrive Deal

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HubSpot CRM Contact Field Match to Check Close.io Opportunity Status to Schedule Pipedrive Activity

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

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

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

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Close.io Opportunity Status Change to Create Close.io Opportunity to Update Pipedrive Deal

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

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

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Close.io integration and the Hubspot 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).
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.

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 Hubspot CRM.