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 a Pipedrive Deal to Assign Close.io Lead

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Recurly Subscription to Check Close.io Field to Update Pipedrive Person Field

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Recurly Subscription to Add a Pipedrive Deal to Create Close.io Opportunity

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Recurly Subscription to Update Pipedrive Person Field to Update Close.io Opportunity Stage

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Recurly Subscription to Assign Close.io Task to Update Pipedrive Person Field

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Recurly Subscription to Check Close.io Field to Update Pipedrive Deal Stage

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Recurly Subscription to Assign Close.io Lead to Assign Pipedrive Person Owner

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Recurly Subscription to Update Pipedrive Deal Stage to Assign Close.io Lead

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Recurly Subscription to Check Close.io Opportunity Status to Update Pipedrive Person Field

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Recurly Subscription to Check Close.io Opportunity Status to Schedule Pipedrive Activity

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Recurly Subscription to Assign Close.io Task to Add a Pipedrive Deal

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Recurly Subscription to Check Close.io Opportunity Status to Update Pipedrive Deal Stage

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Recurly Subscription to Assign Pipedrive Person Owner to Update Close.io Field

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Recurly Subscription to Add a Pipedrive Deal to Assign Close.io Task

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Recurly Subscription to Check Close.io Opportunity Status to Assign Pipedrive Person Owner

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Recurly Subscription to Update Close.io Field to Add a Pipedrive Deal

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Recurly Subscription to Check Pipedrive Person Field to Assign Close.io Lead

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Recurly Subscription to Update Close.io Opportunity Stage to Assign Pipedrive Person Owner

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Recurly Subscription to Assign Pipedrive Person Owner to Create Close.io Opportunity

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Recurly Subscription to Assign Pipedrive Person Owner to Assign Close.io Task

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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
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.
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 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.
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, Recurly and Close.io.