Pipedrive + Insightly + Base CRM integration

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

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

Check Insightly Opportunity Stage to Check Pipedrive Person Field to Assign Insightly Task

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Add Insightly Opportunity to Schedule Pipedrive Activity to Update Insightly Contact Field

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Assign Base Task to Update Insightly Contact Field to Add Pipedrive Deal

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Check Insightly Opportunity Stage to Update Base Contact Field to Add Pipedrive Deal

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Pipedrive Deal Stage Match to Update Pipedrive Person Field to Create Insightly Project

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Add Insightly Opportunity to Check Pipedrive Deal Stage to Update Base Contact Field

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Assign Insightly Owner

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Check Insightly Contact Field to Check Pipedrive Person Field to Assign Insightly Task

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Pipedrive Deal Status Match to Check Base Deal Stage to Create Insightly Project

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Person Field Match to Check Pipedrive Person Field to Assign Insightly Owner

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Person Field Match to Assign Insightly Owner to Schedule Pipedrive Activity

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Insightly Contact Field Change to Schedule Pipedrive Activity to Assign Insightly Task

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Insightly Contact Field Change to Assign Insightly Owner to Update Pipedrive Person Field

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Check Insightly Contact Field to Check Base Deal Stage to Assign Pipedrive Person Owner

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Assign Base Task to Update Pipedrive Person Field to Update Insightly Contact Field

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Add a Base Deal to Check Pipedrive Deal Stage to Assign Insightly Task

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Pipedrive Deal Stage Match to Check Pipedrive Person Field to Assign Insightly Owner

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Pipedrive Deal Stage Match to Check Base Contact Field to Create Insightly Project

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Check Insightly Opportunity Stage to Add Pipedrive Deal to Assign Insightly Task

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Insightly Contact Field Change to Check Pipedrive Deal Stage to Assign Insightly Owner

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Showing 20 journey ideas for Pipedrive, Insightly 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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

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, Insightly 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.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
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 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 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 Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
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, Insightly and Base CRM.