Pipedrive + Hubspot CRM + Base CRM integration

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

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

HubSpot CRM Deal Stage Match to Check Base Deal Stage to Add Pipedrive Note

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Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Update HubSpot Contact Field to Schedule Pipedrive Activity

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HubSpot CRM Deal Stage Match to Assign Pipedrive Person Owner to Update HubSpot Contact Field

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Pipedrive Deal Stage Match to Add HubSpot CRM Deal to Assign Base Contact Owner

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HubSpot CRM Contact Field Match to Add Pipedrive Deal to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Schedule Pipedrive Activity

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HubSpot CRM Deal Stage Match to Check Pipedrive Deal Field to Update Base Contact Field

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Pipedrive Deal Stage Match to Check Base Deal Stage to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Schedule Pipedrive Activity to Update HubSpot Contact Field

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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Update Pipedrive Deal

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Person Field Match to Check Base Deal Stage to Update HubSpot Contact Field

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Pipedrive Deal Status Match to Update HubSpot CRM Deal Stage to Assign Base Contact Owner

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New HubSpot CRM Contact to Update Pipedrive Deal Field to Update Base Contact Field

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Assign Base Task to Check Pipedrive Deal Field to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Update Pipedrive Deal

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HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Update Pipedrive Person Field

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Assign Base Task to Update Pipedrive Deal to Update HubSpot CRM Deal Stage

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Add a Base Deal to Check HubSpot CRM Deal Stage to Add Pipedrive Deal

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Showing 20 journey ideas for Pipedrive, Hubspot CRM 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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

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, Hubspot CRM integration and the Base CRM 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 HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Add a Base Deal
Add a new deal against the contact in the journey.
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 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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
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, Hubspot CRM and Base CRM.