Pipedrive + Close.io + Lists integration

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

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

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

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Pipedrive Deal Status Match to Check Close.io Opportunity Status to Add to List

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

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Person Field Match to Remove From List to Assign Close.io Task

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Close.io Field Change to Assign Pipedrive Person Owner to Remove From List

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

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Close.io Opportunity Status Change to Check Pipedrive Person Field to Update Close.io Field

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New Close.io Event to Schedule Pipedrive Activity to Remove From List

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Person Field Match to Check Close.io Opportunity Status to Assign Pipedrive Person Owner

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New Close.io Event to Schedule Pipedrive Activity to Create Close.io Opportunity

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

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Pipedrive Deal Status Match to Remove From List to Assign Close.io Task

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

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Removed From List to Update Pipedrive Person Field to Assign Close.io Lead

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Pipedrive Deal Stage Match to Check Close.io Field to Update Pipedrive Person Field

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

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Pipedrive Deal Status Match to Check Close.io Field to Update Pipedrive Deal Stage

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

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Removed From List to Update Pipedrive Person Field to Update Close.io Opportunity Stage

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

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

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Close.io integration and the Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

Journey Actions

Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.