Pipedrive + SurveyMonkey + Close.io integration
Use Autopilot to create journeys that use the Pipedrive, SurveyMonkey and Close.io integrations.
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Marketing Automation ideas to integrate Pipedrive, SurveyMonkey and Close.io.
Person Field Match to Create Close.io Opportunity to Send SurveyMonkey Survey
Pipedrive Deal Stage Match to Send SurveyMonkey Survey to Update Pipedrive Deal
Pipedrive Deal Status Match to Send SurveyMonkey Survey to Add Pipedrive Deal
Close.io Opportunity Status Change to Send SurveyMonkey Survey to Assign Pipedrive Person Owner
SurveyMonkey Survey Response to Add Pipedrive Deal to Create Close.io Opportunity
SurveyMonkey Survey Response to Check Pipedrive Person Field to Update Close.io Opportunity Stage
Person Field Match to Update Pipedrive Deal Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Add Pipedrive Note to Assign Close.io Task
SurveyMonkey Survey Response to Check Pipedrive Deal Stage to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Update Pipedrive Deal
SurveyMonkey Survey Response to Assign Close.io Task to Update Pipedrive Deal Field
SurveyMonkey Survey Response to Add Pipedrive Deal to Update Close.io Field
Person Field Match to Assign Close.io Task to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Update Close.io Opportunity Stage to Update Pipedrive Deal
SurveyMonkey Survey Response to Update Pipedrive Deal Field to Assign Close.io Task
New Close.io Event to Schedule Pipedrive Activity to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Check Close.io Opportunity Status to Update Pipedrive Person Field
SurveyMonkey Survey Response to Update Pipedrive Person Field to Update Close.io Opportunity Stage
SurveyMonkey Survey Response to Assign Pipedrive Person Owner to Create Close.io Opportunity
SurveyMonkey Survey Response to Update Close.io Field to Update Pipedrive Deal Field
Showing 20 journey ideas for Pipedrive, SurveyMonkey 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 SurveyMonkey integration
SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.
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, SurveyMonkey 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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
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, SurveyMonkey and Close.io.
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