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.

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

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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 Insightly Contact Field to Schedule Pipedrive Activity

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Check Insightly Opportunity Stage to Assign Pipedrive Person Owner to Update Close.io Opportunity Stage

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Person Field Match to Check Close.io Field to Assign Insightly Owner

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Person Field Match to Add Pipedrive Note to Assign Close.io Lead

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

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

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

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Pipedrive Deal Stage Match to Update Pipedrive Deal to Assign Close.io Task

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

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

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Check Insightly Contact Field to Check 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 Lead

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

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

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

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Close.io Field Change to Update Pipedrive Deal to Assign Insightly Owner

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

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

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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
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).
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 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).

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.
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.