Pipedrive + GoToWebinar + Close.io integration

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

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

Person Field Match to Create Close.io Opportunity to Create GoToWebinar Registrant

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Person Field Match to Assign Close.io Lead to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Schedule Pipedrive Activity to Create GoToWebinar Registrant

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Pipedrive Deal Stage Match to Create GoToWebinar Registrant to Assign Close.io Task

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Pipedrive Deal Stage Match to Create GoToWebinar Registrant to Assign Pipedrive Person Owner

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New GoToWebinar Webinar to Update Close.io Field to Update Pipedrive Deal Stage

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Person Field Match to Update Close.io Field to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Schedule Pipedrive Activity to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Check Close.io Opportunity Status to Update Pipedrive Person Field

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New GoToWebinar Attendee to Add a Pipedrive Deal to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Assign Close.io Lead to Add a Pipedrive Deal

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New GoToWebinar Webinar to Assign Close.io Lead to Update Pipedrive Person Field

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New GoToWebinar Attendee to Update Close.io Opportunity Stage to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Create GoToWebinar Registrant to Update Pipedrive Deal Stage

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New GoToWebinar Webinar to Assign Close.io Task to Schedule Pipedrive Activity

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

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New GoToWebinar Attendee to Assign Close.io Lead to Schedule Pipedrive Activity

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New GoToWebinar Attendee to Update Pipedrive Deal Stage to Create GoToWebinar Registrant

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Pipedrive Deal Status Match to Create Close.io Opportunity to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Add a Pipedrive Deal to Update Close.io Field

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

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 GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, GoToWebinar integration and the Close.io 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.
New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.
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 GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your journey.
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, GoToWebinar and Close.io.