Segment + Pipedrive + Close.io integration
Use Autopilot to create journeys that use the Segment, Pipedrive and Close.io integrations.
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Marketing Automation ideas to integrate Segment, Pipedrive and Close.io.
Close.io Field Change to Schedule Pipedrive Activity to Send Segment Event
Segment Event to Update Pipedrive Deal Field to Assign Close.io Lead
Close.io Field Change to Send Segment Event to Assign Pipedrive Person Owner
Segment Event to Update Close.io Opportunity Stage to Update Pipedrive Person Field
Pipedrive Deal Status Match to Send Segment Event to Assign Pipedrive Person Owner
Pipedrive Deal Stage Match to Send Segment Event to Schedule Pipedrive Activity
Close.io Opportunity Status Change to Check Pipedrive Deal Stage to Send Segment Event
Close.io Field Change to Send Segment Event to Add Pipedrive Deal
Pipedrive Deal Stage Match to Update Pipedrive Deal Field to Send Segment Event
Pipedrive Deal Status Match to Send Segment Event to Schedule Pipedrive Activity
Close.io Opportunity Status Change to Send Segment Event to Schedule Pipedrive Activity
Person Field Match to Check Pipedrive Person Field to Send Segment Event
Close.io Field Change to Assign Pipedrive Person Owner to Send Segment Event
Pipedrive Deal Stage Match to Update Pipedrive Deal to Send Segment Event
Pipedrive Deal Stage Match to Send Segment Event to Update Pipedrive Deal
Pipedrive Deal Stage Match to Send Segment Event to Add Pipedrive Deal
Segment Event to Assign Pipedrive Person Owner to Update Close.io Field
Segment Event to Assign Close.io Task to Assign Pipedrive Person Owner
Segment Event to Add Pipedrive Note to Update Close.io Field
Segment Event to Update Pipedrive Person Field to Assign Close.io Lead
Showing 20 journey ideas for Segment, Pipedrive and Close.io
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
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 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 Segment integration, Pipedrive integration and the Close.io integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
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.
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
Send Segment Event
Send a contextual Segment Event.
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 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 Segment, Pipedrive and Close.io.
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