Pipedrive + Close.io + Insightly integration

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

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Marketing Automation ideas to integrate Pipedrive, Close.io and Insightly.

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

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Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Create Close.io Opportunity

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

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

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Insightly Opportunity Status Change to Update Close.io Field to Assign Pipedrive Person Owner

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

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Close.io Field Change to Update Pipedrive Deal Stage to Assign Insightly Task

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Add Insightly Opportunity to Schedule Pipedrive Activity to Update Close.io Field

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Add Insightly Opportunity to Update Close.io Opportunity Stage to Update Pipedrive Person Field

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

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Close.io Field Change to Update Pipedrive Deal Stage to Assign Close.io Lead

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

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

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Close.io Opportunity Status Change to Create Close.io Opportunity to Add a Pipedrive Deal

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Add Insightly Opportunity to Assign Close.io Task to Assign Pipedrive Person Owner

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Close.io Field Change to Update Pipedrive Person Field to Create Insightly Project

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Insightly Opportunity Status Change to Check Pipedrive Deal Stage to Update Close.io Field

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Insightly Contact Field Change to Assign Close.io Task to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Update Insightly Contact Field to Create Close.io Opportunity

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Close.io Field Change to Check Pipedrive Person Field to Create Insightly Project

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Showing 20 journey ideas for Pipedrive, Close.io and Insightly

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Close.io integration and the Insightly 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).
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

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.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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 Insightly.