Pipedrive + NationBuilder + Close.io integration
Use Autopilot to create journeys that use the Pipedrive, NationBuilder and Close.io integrations.
Upcoming
Upcoming
Marketing Automation ideas to integrate Pipedrive, NationBuilder and Close.io.
NationBuilder Membership Status to Assign Close.io Lead to Update Pipedrive Deal Stage
NationBuilder Membership Status to Check Close.io Field to Schedule Pipedrive Activity
New NationBuilder Donor to Schedule Pipedrive Activity to Update Close.io Opportunity Stage
NationBuilder Membership Status to Create Close.io Opportunity to Update Pipedrive Deal Stage
Added to NationBuilder Nation List to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
Close.io Opportunity Status Change to Is a NationBuilder Donor? to Schedule Pipedrive Activity
Added to NationBuilder Nation List to Add a Pipedrive Deal to Assign Close.io Task
New NationBuilder Person Tag to Check Pipedrive Person Field to Assign Close.io Lead
Close.io Opportunity Status Change to Is a NationBuilder Donor? to Update Pipedrive Person Field
New NationBuilder Person Tag to Assign Close.io Lead to Update Pipedrive Person Field
New NationBuilder Donor to Check Pipedrive Deal Stage to Assign Close.io Lead
New NationBuilder Person Tag to Check Pipedrive Person Field to Create Close.io Opportunity
Added to NationBuilder Nation List to Check Pipedrive Deal Stage to Assign Close.io Lead
New NationBuilder Person Tag to Assign Pipedrive Person Owner to Assign Close.io Task
Pipedrive Deal Stage Match to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
New NationBuilder Person Tag to Add a Pipedrive Deal to Create Close.io Opportunity
New NationBuilder Person Tag to Update Close.io Opportunity Stage to Assign Pipedrive Person Owner
NationBuilder Membership Status to Check Close.io Field to Assign Pipedrive Person Owner
NationBuilder Membership Status to Assign Close.io Lead to Add a Pipedrive Deal
New NationBuilder Person Tag to Check Close.io Opportunity Status to Update Pipedrive Person Field
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
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.
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.
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 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.
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.
Sort by
Sort by
Browse categories
Browse categories
- All
- Forms
- Ads
- CRM
- SMS
- E-Commerce
- API
- Lead Nurturing
- Email Marketing
- Optimization & Testing
- Support & Helpdesk
- Surveys & NPS
- Print Mail
- Events & Webinars
- Analytics & Events
- Website CMS & Landing Page Builders
- Productivity
- Electronic Signatures and Document Management
- Live Chat and Messaging
- Internal Notifications
