Recurly + Pipedrive + Base CRM integration

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

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Marketing Automation ideas to integrate Recurly, Pipedrive and Base CRM.

Recurly Subscription to Check Base Deal Stage to Update Pipedrive Person Field

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Recurly Subscription to Assign Base Contact Owner to Update Pipedrive Deal

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Recurly Subscription to Assign Base Contact Owner to Update Pipedrive Person Field

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Recurly Subscription to Assign Base Contact Owner to Schedule Pipedrive Activity

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Recurly Subscription to Update Base Contact Field to Update Pipedrive Person Field

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Recurly Subscription to Check Pipedrive Person Field to Assign Base Contact Owner

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Recurly Subscription to Add Pipedrive Note to Update Base Contact Field

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Recurly Subscription to Update Pipedrive Deal to Assign Base Contact Owner

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Recurly Subscription to Update Pipedrive Deal Field to Assign Base Contact Owner

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Recurly Subscription to Add Pipedrive Note to Assign Base Contact Owner

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Recurly Subscription to Update Base Contact Field to Update Pipedrive Deal

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Recurly Subscription to Check Base Contact Field to Add Pipedrive Deal

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Recurly Subscription to Check Base Contact Field to Update Pipedrive Person Field

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Recurly Subscription to Check Base Contact Field to Add Pipedrive Note

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Recurly Subscription to Check Base Contact Field to Assign Pipedrive Person Owner

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Recurly Subscription to Update Base Contact Field to Update Pipedrive Deal Field

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Recurly Subscription to Update Base Contact Field to Add Pipedrive Deal

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Recurly Subscription to Add Pipedrive Deal to Update Base Contact Field

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Recurly Subscription to Check Base Contact Field to Update Pipedrive Deal Field

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Recurly Subscription to Check Base Deal Stage to Update Pipedrive Deal

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Showing 20 journey ideas for Recurly, Pipedrive and Base CRM

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 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 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 Recurly integration, Pipedrive integration and the Base CRM integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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.
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).
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.
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 Recurly, Pipedrive and Base CRM.