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.
Close.io Field Change to Schedule Pipedrive Activity to Send Kissmetrics Event
Pipedrive Deal Status Match to Send Kissmetrics Event to Assign Pipedrive Person Owner
Close.io Opportunity Status Change to Send Kissmetrics Event to Schedule Pipedrive Activity
Person Field Match to Update Close.io Field to Send Kissmetrics Event
Person Field Match to Send Kissmetrics Event to Assign Pipedrive Person Owner
Person Field Match to Send Kissmetrics Event to Update Close.io Field
Pipedrive Deal Stage Match to Assign Close.io Task to Send Kissmetrics Event
Close.io Field Change to Send Kissmetrics Event to Assign Pipedrive Person Owner
Person Field Match to Assign Pipedrive Person Owner to Send Kissmetrics Event
Pipedrive Deal Status Match to Assign Close.io Lead to Send Kissmetrics Event
Person Field Match to Check Close.io Opportunity Status to Send Kissmetrics Event
Pipedrive Deal Stage Match to Send Kissmetrics Event to Create Close.io Opportunity
Pipedrive Deal Status Match to Send Kissmetrics Event to Assign Close.io Lead
Person Field Match to Update Close.io Opportunity Stage to Send Kissmetrics Event
Pipedrive Deal Status Match to Send Kissmetrics Event to Create Close.io Opportunity
Pipedrive Deal Status Match to Send Kissmetrics Event to Update Pipedrive Person Field
Close.io Field Change to Check Pipedrive Deal Stage to Send Kissmetrics Event
Close.io Field Change to Update Pipedrive Deal Stage to Send Kissmetrics Event
Person Field Match to Send Kissmetrics Event to Assign Close.io Task
Person Field Match to Send Kissmetrics Event to Update Close.io Opportunity Stage
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
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.
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 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.
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 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.
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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