Pipedrive + Email + Base CRM integration

Use Autopilot to create journeys that use the Pipedrive, Email and Base CRM integrations.

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Marketing Automation ideas to integrate Pipedrive, Email and Base CRM.

Add a Base Deal to Check Email Status to Assign Pipedrive Person Owner

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Base Contact Field Change to Assign Pipedrive Person Owner to Send Email

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Base Deal Stage Change to Send Email to Schedule Pipedrive Activity

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Email Activity to Check Email Status to Update Pipedrive Deal Stage

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Person Field Match to Check Email Status to Update Base Contact Field

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Check Base Contact Field to Add a Pipedrive Deal to Send Email

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Email Activity to Schedule Pipedrive Activity to Send Email

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Add a Base Deal to Send Email to Update Pipedrive Deal Stage

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Check Base Contact Field to Check Pipedrive Person Field to Send Email

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Add a Base Deal to Check Email Status to Schedule Pipedrive Activity

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Email Activity to Check Email Status to Schedule Pipedrive Activity

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Base Contact Field Change to Send Email to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Send Email

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Base Contact Field Change to Check Email Status to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Send Email to Assign Base Contact Owner

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Person Field Match to Assign Pipedrive Person Owner to Send Email

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Add a Base Deal to Update Pipedrive Deal Stage to Send Email

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Pipedrive Deal Status Match to Check Email Status to Add a Pipedrive Deal

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Email Activity to Update Pipedrive Person Field to Assign Base Contact Owner

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Pipedrive Deal Stage Match to Check Email Status to Update Pipedrive Deal Stage

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Showing 20 journey ideas for Pipedrive, Email and Base CRM

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Email integration and the Base CRM 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.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Email and Base CRM.