Pipedrive + Recurly + Close.io integration
Use Autopilot to create journeys that use the Pipedrive, Recurly and Close.io integrations.
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Marketing Automation ideas to integrate Pipedrive, Recurly and Close.io.
Recurly Subscription to Add Pipedrive Note to Assign Close.io Lead
Recurly Subscription to Assign Pipedrive Person Owner to Update Close.io Opportunity Stage
Recurly Subscription to Assign Pipedrive Person Owner to Assign Close.io Task
Recurly Subscription to Check Pipedrive Deal Field to Update Close.io Opportunity Stage
Recurly Subscription to Check Pipedrive Person Field to Assign Close.io Task
Recurly Subscription to Update Close.io Opportunity Stage to Add Pipedrive Deal
Recurly Subscription to Schedule Pipedrive Activity to Assign Close.io Lead
Recurly Subscription to Check Close.io Field to Schedule Pipedrive Activity
Recurly Subscription to Check Close.io Field to Update Pipedrive Deal Field
Recurly Subscription to Add Pipedrive Deal to Update Close.io Opportunity Stage
Recurly Subscription to Update Close.io Opportunity Stage to Add Pipedrive Note
Recurly Subscription to Update Pipedrive Deal Field to Assign Close.io Lead
Recurly Subscription to Create Close.io Opportunity to Add Pipedrive Note
Recurly Subscription to Check Close.io Opportunity Status to Update Pipedrive Deal Field
Recurly Subscription to Update Pipedrive Deal to Update Close.io Field
Recurly Subscription to Check Close.io Opportunity Status to Add Pipedrive Deal
Recurly Subscription to Check Pipedrive Person Field to Update Close.io Field
Recurly Subscription to Check Pipedrive Deal Field to Assign Close.io Task
Recurly Subscription to Check Pipedrive Deal Stage to Create Close.io Opportunity
Recurly Subscription to Assign Close.io Task to Update Pipedrive Deal Field
Showing 20 journey ideas for Pipedrive, Recurly 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 Recurly integration
From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.
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, Recurly 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.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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).
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, Recurly and Close.io.
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