Typeform + Base CRM + Pipedrive integration
Use Autopilot to create journeys that use the Typeform, Base CRM and Pipedrive integrations.
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Marketing Automation ideas to integrate Typeform, Base CRM and Pipedrive.
Base Deal Stage Change to Has Submitted Typeform to Update Pipedrive Deal Field
Base Contact Field Change to Has Submitted Typeform to Assign Base Contact Owner
Base Deal Stage Change to Has Submitted Typeform to Update Pipedrive Deal
Assign Base Task to Has Submitted Typeform to Add Pipedrive Note
Person Field Match to Has Submitted Typeform to Update Base Contact Field
Base Contact Field Change to Has Submitted Typeform to Schedule Pipedrive Activity
Typeform Submitted to Add Pipedrive Deal to Assign Base Contact Owner
Base Deal Stage Change to Has Submitted Typeform to Schedule Pipedrive Activity
Typeform Submitted to Check Pipedrive Deal Stage to Assign Base Contact Owner
Typeform Submitted to Update Pipedrive Person Field to Update Base Contact Field
Typeform Submitted to Update Base Contact Field to Update Pipedrive Person Field
Add a Base Deal to Has Submitted Typeform to Assign Base Contact Owner
Typeform Submitted to Check Base Contact Field to Update Pipedrive Deal
Typeform Submitted to Schedule Pipedrive Activity to Assign Base Contact Owner
Pipedrive Deal Status Match to Has Submitted Typeform to Assign Base Contact Owner
Typeform Submitted to Check Base Contact Field to Add Pipedrive Deal
Typeform Submitted to Add Pipedrive Note to Update Base Contact Field
Typeform Submitted to Schedule Pipedrive Activity to Update Base Contact Field
Base Deal Stage Change to Has Submitted Typeform to Add Pipedrive Deal
Add a Base Deal to Has Submitted Typeform to Add Pipedrive Note
Showing 20 journey ideas for Typeform, Base CRM and Pipedrive
About the Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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.
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 Typeform integration, Base CRM integration and the Pipedrive integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
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.
Conditions
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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.
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).
Journey Actions
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.
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.
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 Typeform, Base CRM and Pipedrive.
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