Pipedrive + Close.io + Sendgrid integration

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

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

Pipedrive Deal Stage Match to Check Close.io Opportunity Status to Schedule Pipedrive Activity

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

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

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Close.io Field Change to Send Sendgrid Transactional Email to Assign Pipedrive Person Owner

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

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

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New Close.io Event to Check Close.io Opportunity Status to Update Pipedrive Deal Stage

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Person Field Match to Update Close.io Field to Send Sendgrid Transactional Email

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Close.io Opportunity Status Change to Create Close.io Opportunity to Assign Pipedrive Person Owner

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

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Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Assign Close.io Lead

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

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New Close.io Event to Assign Pipedrive Person Owner to Assign Close.io Task

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

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

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Pipedrive Deal Status Match to Send Sendgrid Transactional Email to Assign Close.io Task

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New Close.io Event to Check Close.io Opportunity Status to Assign Pipedrive Person Owner

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

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Close.io Opportunity Status Change to Add a Pipedrive Deal to Update Close.io Field

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

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

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Close.io integration and the Sendgrid 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).

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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Sendgrid.