Pipedrive + Smart Segments + Base CRM integration

Use Autopilot to create journeys that use the Pipedrive, Smart Segments and Base CRM integrations.

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Marketing Automation ideas to integrate Pipedrive, Smart Segments and Base CRM.

Smart Segment Trigger to Update Pipedrive Person Field to Update Base Contact Field

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Smart Segment Trigger to Check Pipedrive Person Field to Assign Base Contact Owner

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Smart Segment Trigger to Assign Base Contact Owner to Add Pipedrive Deal

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Smart Segment Trigger to Schedule Pipedrive Activity to Assign Base Contact Owner

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Smart Segment Trigger to Update Base Contact Field to Add Pipedrive Deal

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Smart Segment Trigger to Assign Base Contact Owner to Update Pipedrive Deal Stage

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Smart Segment Trigger to Assign Pipedrive Person Owner to Update Base Contact Field

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Smart Segment Trigger to Add Pipedrive Deal to Assign Base Contact Owner

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Smart Segment Trigger to Update Base Contact Field to Assign Pipedrive Person Owner

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Smart Segment Trigger to Check Pipedrive Person Field to Update Base Contact Field

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Smart Segment Trigger to Add Pipedrive Deal to Update Base Contact Field

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Smart Segment Trigger to Assign Base Contact Owner to Assign Pipedrive Person Owner

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Smart Segment Trigger to Schedule Pipedrive Activity to Update Base Contact Field

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Smart Segment Trigger to Check Pipedrive Deal Stage to Update Base Contact Field

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Smart Segment Trigger to Assign Base Contact Owner to Update Pipedrive Person Field

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Smart Segment Trigger to Assign Pipedrive Person Owner to Assign Base Contact Owner

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Smart Segment Trigger to Update Base Contact Field to Update Pipedrive Deal Stage

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Smart Segment Trigger to Update Pipedrive Person Field to Assign Base Contact Owner

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Smart Segment Trigger to Update Base Contact Field to Update Pipedrive Person Field

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Smart Segment Trigger to Update Base Contact Field to Schedule Pipedrive Activity

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Showing 20 journey ideas for Pipedrive, Smart Segments and Base CRM

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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Smart Segments integration and the Base CRM 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

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.

Journey Actions

Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Smart Segments and Base CRM.