Pipedrive + Lead Scoring + Close.io integration
Use Autopilot to create journeys that use the Pipedrive, Lead Scoring and Close.io integrations.
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Marketing Automation ideas to integrate Pipedrive, Lead Scoring and Close.io.
Person Field Match to Update Close.io Field to Change Score
Close.io Opportunity Status Change to Change Score to Assign Pipedrive Person Owner
New Close.io Event to Change Score to Update Pipedrive Deal
Pipedrive Deal Stage Match to Check Pipedrive Person Field to Change Score
Pipedrive Deal Status Match to Change Score to Update Pipedrive Person Field
New Close.io Event to Schedule Pipedrive Activity to Change Score
Person Field Match to Create Close.io Opportunity to Change Score
Close.io Field Change to Add Pipedrive Note to Change Score
Pipedrive Deal Status Match to Change Score to Update Close.io Opportunity Stage
Close.io Opportunity Status Change to Update Pipedrive Person Field to Change Score
Pipedrive Deal Stage Match to Check Close.io Opportunity Status to Change Score
Pipedrive Deal Stage Match to Change Score to Update Pipedrive Deal Field
New Close.io Event to Change Score to Schedule Pipedrive Activity
New Close.io Event to Check Pipedrive Deal Stage to Change Score
Close.io Opportunity Status Change to Change Score to Add Pipedrive Note
Person Field Match to Change Score to Schedule Pipedrive Activity
Pipedrive Deal Status Match to Change Score to Add Pipedrive Deal
Close.io Opportunity Status Change to Check Pipedrive Deal Field to Change Score
Person Field Match to Check Pipedrive Deal Field to Change Score
New Close.io Event to Change Score to Update Pipedrive Person Field
Showing 20 journey ideas for Pipedrive, Lead Scoring 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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
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, Lead Scoring 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.
Change Score
Increases or decrease a number field by a specific amount.
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, Lead Scoring and Close.io.
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