Pipedrive + Close.io + Patreon integration

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

Upcoming
Upcoming

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

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

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

New Patreon Patron to Add Pipedrive Deal to Assign Close.io Lead

Try this free

Patreon Status to Check Close.io Opportunity Status to Assign Pipedrive Person Owner

Try this free

New Patreon Patron to Update Pipedrive Person Field to Assign Close.io Lead

Try this free

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

Try this free

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

Try this free

New Close.io Event to Schedule Pipedrive Activity to Assign Close.io Lead

Try this free

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

Try this free

Close.io Field Change to Schedule Pipedrive Activity to Assign Close.io Lead

Try this free

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

Try this free

New Patreon Patron to Update Close.io Field to Schedule Pipedrive Activity

Try this free

New Close.io Event to Update Pipedrive Deal Stage to Assign Close.io Task

Try this free

Pipedrive Deal Status Match to Check Close.io Field to Add Pipedrive Deal

Try this free

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

Try this free

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

Try this free

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

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 Patreon integration

Patreon is a membership platform that makes it easy for artists and creators to get paid. Join over 50000 creators earning salaries from over 1000000 monthly patrons.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Close.io integration and the Patreon 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).
Patreon Status
Check if contact is a current patron.
New Patreon Patron
Add new patrons to a journey.

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

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.

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 Patreon.