Pipedrive + NationBuilder + Close.io integration
Use Autopilot to create journeys that use the Pipedrive, NationBuilder and Close.io integrations.
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Marketing Automation ideas to integrate Pipedrive, NationBuilder and Close.io.
Added to NationBuilder Nation List to Update Close.io Opportunity Stage to Update Pipedrive Deal
NationBuilder Membership Status to Check Pipedrive Deal Stage to Create Close.io Opportunity
New NationBuilder Donor to Assign Close.io Lead to Update Pipedrive Person Field
New NationBuilder Person Tag to Update Pipedrive Person Field to Update Close.io Opportunity Stage
New NationBuilder Donor to Assign Close.io Task to Schedule Pipedrive Activity
New NationBuilder Donor to Check Pipedrive Deal Stage to Assign Close.io Lead
New NationBuilder Donor to Add Pipedrive Deal to Update Close.io Opportunity Stage
NationBuilder Membership Status to Check Close.io Opportunity Status to Schedule Pipedrive Activity
Added to NationBuilder Nation List to Update Pipedrive Deal Field to Create Close.io Opportunity
New NationBuilder Donor to Update Close.io Opportunity Stage to Assign Pipedrive Person Owner
Added to NationBuilder Nation List to Check Close.io Opportunity Status to Schedule Pipedrive Activity
New NationBuilder Person Tag to Add Pipedrive Note to Update Close.io Field
Added to NationBuilder Nation List to Check Pipedrive Deal Stage to Assign Close.io Lead
New NationBuilder Person Tag to Assign Close.io Task to Update Pipedrive Deal
NationBuilder Membership Status to Update Pipedrive Deal to Update Close.io Field
New NationBuilder Donor to Check Pipedrive Deal Stage to Update Close.io Opportunity Stage
New NationBuilder Donor to Check Pipedrive Deal Field to Update Close.io Field
New NationBuilder Donor to Is a NationBuilder Donor? to Add Pipedrive Deal
New NationBuilder Person Tag to Check Pipedrive Deal Stage to Update Close.io Opportunity Stage
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Schedule Pipedrive Activity
Showing 20 journey ideas for Pipedrive, NationBuilder 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 NationBuilder integration
NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.
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, NationBuilder 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.
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.
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).
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor 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 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.
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, NationBuilder and Close.io.
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