Pipedrive + NationBuilder + Insightly integration
Use Autopilot to create journeys that use the Pipedrive, NationBuilder and Insightly integrations.
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Marketing Automation ideas to integrate Pipedrive, NationBuilder and Insightly.
New NationBuilder Person Tag to Assign Insightly Owner to Assign Pipedrive Person Owner
Added to NationBuilder Nation List to Update Insightly Contact Field to Update Pipedrive Person Field
NationBuilder Membership Status to Create Insightly Project to Add Pipedrive Deal
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Update Pipedrive Deal
NationBuilder Membership Status to Update Pipedrive Person Field to Create Insightly Project
Check Insightly Opportunity Stage to Is a NationBuilder Donor? to Update Pipedrive Deal
Check Insightly Contact Field to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
Added to NationBuilder Nation List to Update Pipedrive Deal Field to Assign Insightly Owner
NationBuilder Membership Status to Update Pipedrive Person Field to Update Insightly Contact Field
New NationBuilder Donor to Check Pipedrive Deal Field to Assign Insightly Owner
New NationBuilder Donor to Check Pipedrive Deal Stage to Create Insightly Project
New NationBuilder Person Tag to Is a NationBuilder Donor? to Add Pipedrive Deal
Insightly Opportunity Status Change to Is a NationBuilder Donor? to Add Pipedrive Note
NationBuilder Membership Status to Assign Insightly Owner to Schedule Pipedrive Activity
Added to NationBuilder Nation List to Is a NationBuilder Donor? to Add Pipedrive Deal
New NationBuilder Person Tag to Update Insightly Contact Field to Add Pipedrive Note
New NationBuilder Person Tag to Create Insightly Project to Update Pipedrive Person Field
NationBuilder Membership Status to Update Insightly Contact Field to Update Pipedrive Person Field
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Update Insightly Contact Field
Insightly Opportunity Status Change to Is a NationBuilder Donor? to Update Pipedrive Deal Field
Showing 20 journey ideas for Pipedrive, NationBuilder and Insightly
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 Insightly integration
Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Pipedrive integration, NationBuilder integration and the Insightly 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.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
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.
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 Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
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 Insightly.
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