Slack + Close.io + Pipedrive integration

Use Autopilot to create journeys that use the Slack, Close.io and Pipedrive integrations.

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Marketing Automation ideas to integrate Slack, Close.io and Pipedrive.

Pipedrive Deal Stage Changed to Send Slack Message to Create Close.io Opportunity

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New Close.io Event to Assign Pipedrive Person Owner to Send Slack Message

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Close.io Opportunity Status Change to Update Close.io Field to Send Slack Message

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Close.io Field Change to Send Slack Message to Update Pipedrive Person Field

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Pipedrive Deal Stage Changed to Send Slack Message to Update Close.io Field

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Close.io Field Change to Check Pipedrive Deal Stage to Send Slack Message

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Close.io Opportunity Status Change to Update Close.io Opportunity Stage to Send Slack Message

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New Close.io Event to Send Slack Message to Update Pipedrive Person Field

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Pipedrive Deal Status Changed to Update Close.io Field to Send Slack Message

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Close.io Opportunity Status Change to Check Close.io Opportunity Status to Send Slack Message

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Close.io Field Change to Check Close.io Opportunity Status to Send Slack Message

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Pipedrive Deal Stage Changed to Assign Close.io Lead to Send Slack Message

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Pipedrive Deal Stage Changed to Check Close.io Field to Send Slack Message

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Pipedrive Deal Stage Changed to Update Close.io Field to Send Slack Message

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Person Field Changed to Update Close.io Field to Send Slack Message

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Close.io Opportunity Status Change to Add a Pipedrive Deal to Send Slack Message

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New Close.io Event to Assign Close.io Lead to Send Slack Message

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Pipedrive Deal Status Changed to Check Close.io Field to Send Slack Message

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Close.io Field Change to Check Close.io Field to Send Slack Message

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Person Field Changed to Check Close.io Field to Send Slack Message

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Showing 20 journey ideas for Slack, Close.io and Pipedrive

About the Slack integration

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Pipedrive integration.

Journey Triggers

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).
Person Field Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.

Conditions

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).
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

Send Slack Message
Send a contextual Slack message to a Slack channel.
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.
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.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.

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 Slack, Close.io and Pipedrive.