Pipedrive + Close.io + Slack integration

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

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

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

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New Close.io Event to Check Close.io Opportunity Status to Add Pipedrive Deal

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

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Person Field Match to Add Pipedrive Deal to Create Close.io Opportunity

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

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

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

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

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

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Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Assign Close.io Task

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Pipedrive Deal Stage Match to Check Close.io Opportunity Status to Send Slack Message

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

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

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New Close.io Event to Update Pipedrive Person Field to Create Close.io Opportunity

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New Close.io Event to Send Slack Message to Schedule Pipedrive Activity

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New Close.io Event to Send Slack Message to Update Pipedrive Deal

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

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

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

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

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

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 Slack integration

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

Create your own marketing automation journey

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

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.
Send Slack Message
Send a contextual Slack message to a Slack channel.

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 Slack.