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.

New GoToWebinar Attendee to Assign Close.io Lead to Assign Pipedrive Person Owner

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

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

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New GoToWebinar Webinar to Schedule Pipedrive Activity to Update Close.io Opportunity Stage

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

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New GoToWebinar Webinar to Update Close.io Opportunity Stage to Schedule Pipedrive Activity

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New GoToWebinar Attendee to Check Pipedrive Person Field to Create GoToWebinar Registrant

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Pipedrive Deal Status Match to Add Pipedrive Deal to Create GoToWebinar Registrant

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New GoToWebinar Webinar to Update Pipedrive Deal Stage to Create Close.io Opportunity

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New GoToWebinar Webinar to Assign Pipedrive Person Owner to Assign Close.io Task

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New GoToWebinar Webinar to Create GoToWebinar Registrant to Schedule Pipedrive Activity

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

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New GoToWebinar Webinar to Check Pipedrive Person Field to Create GoToWebinar Registrant

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

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Pipedrive Deal Status Match to Update Pipedrive Person Field to Create GoToWebinar Registrant

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

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

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

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New GoToWebinar Attendee to Check Pipedrive Person Field to Assign Close.io Lead

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

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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
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.
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 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 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 Stage
Update the stage of the latest deal associated with a contact.
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.
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.