Pipedrive + Zendesk + Base CRM integration
Use Autopilot to create journeys that use the Pipedrive, Zendesk and Base CRM integrations.
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Marketing Automation ideas to integrate Pipedrive, Zendesk and Base CRM.
Add a Base Deal to Submit New Zendesk Ticket to Update Pipedrive Deal
Submits New Zendesk Ticket to Update Pipedrive Person Field to Update Base Contact Field
Person Field Match to Update Pipedrive Deal to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Add Pipedrive Deal to Update Base Contact Field
Base Contact Field Change to Submit New Zendesk Ticket to Schedule Pipedrive Activity
Pipedrive Deal Stage Match to Check Base Deal Stage to Submit New Zendesk Ticket
Base Deal Stage Change to Submit New Zendesk Ticket to Add Pipedrive Note
Submits New Zendesk Ticket to Assign Base Contact Owner to Add Pipedrive Note
Pipedrive Deal Stage Match to Submit New Zendesk Ticket to Assign Base Contact Owner
Submits New Zendesk Ticket to Zendesk Ticket Status to Add Pipedrive Note
Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Submit New Zendesk Ticket
Assign Base Task to Add Pipedrive Note to Submit New Zendesk Ticket
Person Field Match to Zendesk Ticket Status to Update Pipedrive Person Field
Pipedrive Deal Stage Match to Update Base Contact Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Add Pipedrive Note to Assign Base Contact Owner
Add a Base Deal to Submit New Zendesk Ticket to Add Pipedrive Deal
Submits New Zendesk Ticket to Assign Pipedrive Person Owner to Assign Base Contact Owner
Person Field Match to Zendesk Ticket Status to Assign Pipedrive Person Owner
Submits New Zendesk Ticket to Zendesk Ticket Status to Update Pipedrive Deal Field
Submits New Zendesk Ticket to Update Base Contact Field to Update Pipedrive Deal Field
Showing 20 journey ideas for Pipedrive, Zendesk 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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
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, Zendesk integration and the Base CRM 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Add a Base Deal
Add a new deal against the contact in the journey.
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 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).
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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, Zendesk and Base CRM.
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