Pipedrive + Mixpanel + Close.io integration

Use Autopilot to create journeys that use the Pipedrive, Mixpanel and Close.io integrations.

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Marketing Automation ideas to integrate Pipedrive, Mixpanel and Close.io.

Mixpanel Event to Create Close.io Opportunity to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Assign Close.io Lead to Send Mixpanel Event

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Person Field Match to Send Mixpanel Event to Schedule Pipedrive Activity

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Mixpanel Event to Send Mixpanel Event to Add a Pipedrive Deal

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Mixpanel Event to Update Pipedrive Deal Stage to Assign Close.io Lead

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Mixpanel Event to Update Pipedrive Person Field to Assign Close.io Task

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Mixpanel Event to Check Close.io Opportunity Status to Assign Pipedrive Person Owner

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Person Field Match to Send Mixpanel Event to Create Close.io Opportunity

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Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Send Mixpanel Event

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New Close.io Event to Send Mixpanel Event to Update Pipedrive Person Field

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Mixpanel Event to Update Pipedrive Deal Stage to Assign Close.io Task

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Person Field Match to Create Close.io Opportunity to Send Mixpanel Event

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Pipedrive Deal Status Match to Add a Pipedrive Deal to Send Mixpanel Event

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Close.io Opportunity Status Change to Update Pipedrive Deal Stage to Send Mixpanel Event

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Mixpanel Event to Check Close.io Opportunity Status to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Schedule Pipedrive Activity to Send Mixpanel Event

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Close.io Opportunity Status Change to Send Mixpanel Event to Update Pipedrive Person Field

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Mixpanel Event to Update Pipedrive Deal Stage to Update Close.io Field

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Mixpanel Event to Schedule Pipedrive Activity to Assign Close.io Lead

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Person Field Match to Assign Close.io Task to Send Mixpanel Event

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Showing 20 journey ideas for Pipedrive, Mixpanel 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 Mixpanel integration

Mixpanel is the most advanced analytics platform for mobile & web. It helps businesses grow by helping them understand how their users behave and use their products by tracking actions people take rather than page views. Mixpanel's mission is to help the world learn from its data.

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, Mixpanel 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.
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.
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 Mixpanel Event
Send a Mixpanel Event.
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, Mixpanel and Close.io.