Pipedrive + Insightly + Meetup integration
Use Autopilot to create journeys that use the Pipedrive, Insightly and Meetup integrations.
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Marketing Automation ideas to integrate Pipedrive, Insightly and Meetup.
New Meetup RSVP to Create Insightly Project to Schedule Pipedrive Activity
Check Insightly Opportunity Stage to Create Insightly Project to Add a Pipedrive Deal
Person Field Match to Assign Insightly Task to Add a Pipedrive Deal
Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Create Insightly Project
Insightly Contact Field Change to Update Insightly Contact Field to Add a Pipedrive Deal
New Meetup Group Member to Update Pipedrive Deal Stage to Assign Insightly Task
Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Assign Insightly Task
Insightly Opportunity Status Change to Update Insightly Contact Field to Schedule Pipedrive Activity
Insightly Opportunity Status Change to Assign Insightly Task to Add a Pipedrive Deal
Insightly Contact Field Change to Assign Insightly Task to Schedule Pipedrive Activity
Insightly Contact Field Change to Check Pipedrive Deal Stage to Assign Insightly Owner
New Meetup Group Member to Update Insightly Contact Field to Update Pipedrive Person Field
New Meetup RSVP to Schedule Pipedrive Activity to Assign Insightly Task
Person Field Match to Update Pipedrive Deal Stage to Assign Insightly Owner
Pipedrive Deal Status Match to Update Insightly Contact Field to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Update Insightly Contact Field
New Meetup Group Member to Check Pipedrive Deal Stage to Update Insightly Contact Field
Insightly Opportunity Status Change to Update Pipedrive Deal Stage to Assign Insightly Owner
Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Assign Insightly Task
Insightly Opportunity Status Change to Assign Insightly Task to Update Pipedrive Deal Stage
Showing 20 journey ideas for Pipedrive, Insightly and Meetup
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 Meetup integration
Discover local Meetups for all the things you love or create your own Meetup, and draw from a community of millions.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, Insightly integration and the Meetup 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.
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.
New Meetup Group Member
Triggers when a new member joins an existing Meetup group.
New Meetup RSVP
Triggers when there is a new RSVP made for a Meetup event.
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.
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 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.
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 Meetup.
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