Pipedrive + Shopify + Insightly integration
Use Autopilot to create journeys that use the Pipedrive, Shopify and Insightly integrations.
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Marketing Automation ideas to integrate Pipedrive, Shopify and Insightly.
Shopify Abandoned Cart to Update Pipedrive Deal Field to Assign Insightly Owner
New Shopify Customer to Assign Insightly Owner to Add Pipedrive Note
New Shopify Customer to Assign Insightly Owner to Schedule Pipedrive Activity
Shopify Abandoned Cart to Check Pipedrive Person Field to Assign Insightly Owner
New Shopify Customer to Assign Insightly Owner to Update Pipedrive Deal Field
New Shopify Customer to Update Pipedrive Deal to Assign Insightly Task
New Shopify Customer to Assign Insightly Task to Assign Pipedrive Person Owner
Shopify Abandoned Cart to Check Pipedrive Deal Field to Create Insightly Project
Shopify Abandoned Cart to Update Pipedrive Deal to Update Insightly Contact Field
New Shopify Customer to Assign Pipedrive Person Owner to Update Insightly Contact Field
Has Abandoned Shopify Cart to Create Insightly Project to Update Pipedrive Person Field
Has Abandoned Shopify Cart to Check Pipedrive Person Field to Create Insightly Project
Has Abandoned Shopify Cart to Assign Insightly Task to Update Pipedrive Deal Field
Has Abandoned Shopify Cart to Add Pipedrive Deal to Update Insightly Contact Field
New Shopify Customer to Update Pipedrive Deal to Assign Insightly Owner
Has Abandoned Shopify Cart to Check Pipedrive Deal Stage to Assign Insightly Owner
Has Abandoned Shopify Cart to Create Insightly Project to Add Pipedrive Deal
New Shopify Customer to Update Pipedrive Deal to Update Insightly Contact Field
New Shopify Customer to Update Insightly Contact Field to Add Pipedrive Deal
Shopify Abandoned Cart to Update Insightly Contact Field to Update Pipedrive Deal
Showing 20 journey ideas for Pipedrive, Shopify 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 Shopify integration
Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many more.
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, Shopify 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.
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.
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).
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, Shopify and Insightly.
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