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.
NationBuilder Membership Status to Update Insightly Contact Field to Schedule Pipedrive Activity
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Assign Insightly Task
New NationBuilder Donor to Is a NationBuilder Donor? to Schedule Pipedrive Activity
NationBuilder Membership Status to Update Insightly Contact Field to Assign Pipedrive Person Owner
New NationBuilder Person Tag to Update Pipedrive Person Field to Create Insightly Project
Add Insightly Opportunity to Is a NationBuilder Donor? to Schedule Pipedrive Activity
Added to NationBuilder Nation List to Is a NationBuilder Donor? to Add a Pipedrive Deal
Pipedrive Deal Status Match to Is a NationBuilder Donor? to Update Insightly Contact Field
New NationBuilder Person Tag to Create Insightly Project to Schedule Pipedrive Activity
Added to NationBuilder Nation List to Assign Insightly Owner to Schedule Pipedrive Activity
NationBuilder Membership Status to Add a Pipedrive Deal to Update Insightly Contact Field
New NationBuilder Donor to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
Insightly Contact Field Change to Is a NationBuilder Donor? to Schedule Pipedrive Activity
NationBuilder Membership Status to Schedule Pipedrive Activity to Update Insightly Contact Field
NationBuilder Membership Status to Assign Insightly Task to Add a Pipedrive Deal
Added to NationBuilder Nation List to Assign Insightly Task to Add a Pipedrive Deal
NationBuilder Membership Status to Update Pipedrive Person Field to Create Insightly Project
New NationBuilder Donor to Add a Pipedrive Deal to Create Insightly Project
New NationBuilder Person Tag to Is a NationBuilder Donor? to Update Pipedrive Person Field
Add Insightly Opportunity to Is a NationBuilder Donor? to Update Pipedrive Deal Stage
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
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.
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 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.
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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