Pipedrive + NationBuilder + Base CRM integration
Use Autopilot to create journeys that use the Pipedrive, NationBuilder and Base CRM integrations.
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Marketing Automation ideas to integrate Pipedrive, NationBuilder and Base CRM.
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
New NationBuilder Person Tag to Check Pipedrive Deal Stage to Assign Base Contact Owner
New NationBuilder Person Tag to Update Pipedrive Person Field to Assign Base Contact Owner
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
New NationBuilder Donor to Update Base Contact Field to Assign Pipedrive Person Owner
NationBuilder Membership Status to Check Pipedrive Deal Stage to Assign Base Contact Owner
Added to NationBuilder Nation List to Update Base Contact Field to Schedule Pipedrive Activity
Add a Base Deal to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
Check Base Deal Stage to Is a NationBuilder Donor? to Schedule Pipedrive Activity
NationBuilder Membership Status to Update Base Contact Field to Assign Pipedrive Person Owner
New NationBuilder Donor to Update Base Contact Field to Add a Pipedrive Deal
Person Field Match to Is a NationBuilder Donor? to Assign Base Contact Owner
Base Contact Field Change to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
NationBuilder Membership Status to Update Base Contact Field to Update Pipedrive Person Field
New NationBuilder Donor to Update Pipedrive Person Field to Update Base Contact Field
New NationBuilder Person Tag to Assign Pipedrive Person Owner to Assign Base Contact Owner
Person Field Match to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Schedule Pipedrive Activity
New NationBuilder Donor to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
NationBuilder Membership Status to Add a Pipedrive Deal to Assign Base Contact Owner
Showing 20 journey ideas for Pipedrive, NationBuilder and Base CRM
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 NationBuilder integration
NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.
About the Base CRM integration
Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, NationBuilder integration and the Base CRM 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.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
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.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor 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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
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, NationBuilder and Base CRM.
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