Pipedrive + Kissmetrics + Close.io integration
Use Autopilot to create journeys that use the Pipedrive, Kissmetrics and Close.io integrations.
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Marketing Automation ideas to integrate Pipedrive, Kissmetrics and Close.io.
Pipedrive Deal Status Match to Add Pipedrive Deal to Send Kissmetrics Event
Pipedrive Deal Status Match to Check Pipedrive Deal Field to Send Kissmetrics Event
Close.io Field Change to Send Kissmetrics Event to Assign Pipedrive Person Owner
Person Field Match to Send Kissmetrics Event to Add Pipedrive Note
Person Field Match to Check Close.io Opportunity Status to Send Kissmetrics Event
Person Field Match to Update Pipedrive Deal Field to Send Kissmetrics Event
Pipedrive Deal Status Match to Assign Close.io Task to Send Kissmetrics Event
New Close.io Event to Check Pipedrive Deal Field to Send Kissmetrics Event
Pipedrive Deal Status Match to Send Kissmetrics Event to Assign Close.io Lead
New Close.io Event to Assign Pipedrive Person Owner to Send Kissmetrics Event
Pipedrive Deal Stage Match to Check Pipedrive Person Field to Send Kissmetrics Event
Person Field Match to Send Kissmetrics Event to Create Close.io Opportunity
Close.io Field Change to Send Kissmetrics Event to Update Pipedrive Deal
Pipedrive Deal Status Match to Check Close.io Field to Send Kissmetrics Event
Close.io Opportunity Status Change to Send Kissmetrics Event to Update Pipedrive Deal Field
Person Field Match to Add Pipedrive Deal to Send Kissmetrics Event
Pipedrive Deal Stage Match to Send Kissmetrics Event to Assign Close.io Task
Close.io Field Change to Update Pipedrive Person Field to Send Kissmetrics Event
Person Field Match to Send Kissmetrics Event to Update Close.io Opportunity Stage
Pipedrive Deal Status Match to Send Kissmetrics Event to Update Pipedrive Deal Field
Showing 20 journey ideas for Pipedrive, Kissmetrics 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 Kissmetrics integration
Kissmetrics is a person-based analytics package that makes it insanely easy to track events and funnels online helping you focus on the important bits of your online business.
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, Kissmetrics 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.
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 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 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
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.
Send Kissmetrics Event
Send a Kissmetrics event based on the outcome of the 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, Kissmetrics and Close.io.
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