Typeform + Pipedrive + Close.io integration

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

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

Pipedrive Deal Status Match to Has Submitted Typeform to Schedule Pipedrive Activity

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Typeform Submitted to Schedule Pipedrive Activity to Create Close.io Opportunity

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Typeform Submitted to Check Pipedrive Person Field to Update Close.io Opportunity Stage

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Typeform Submitted to Update Pipedrive Person Field to Assign Close.io Task

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Typeform Submitted to Create Close.io Opportunity to Assign Pipedrive Person Owner

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Typeform Submitted to Check Close.io Field to Assign Pipedrive Person Owner

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Typeform Submitted to Add a Pipedrive Deal to Assign Close.io Lead

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Typeform Submitted to Update Close.io Opportunity Stage to Update Pipedrive Deal Stage

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Typeform Submitted to Assign Close.io Task to Update Pipedrive Deal Stage

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Typeform Submitted to Update Pipedrive Deal Stage to Assign Close.io Task

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Person Field Match to Has Submitted Typeform to Update Close.io Opportunity Stage

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Person Field Match to Has Submitted Typeform to Assign Close.io Task

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Pipedrive Deal Stage Match to Has Submitted Typeform to Assign Pipedrive Person Owner

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Person Field Match to Has Submitted Typeform to Update Pipedrive Deal Stage

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Typeform Submitted to Check Pipedrive Deal Stage to Create Close.io Opportunity

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Close.io Field Change to Has Submitted Typeform to Add a Pipedrive Deal

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Typeform Submitted to Assign Pipedrive Person Owner to Update Close.io Field

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Typeform Submitted to Update Pipedrive Deal Stage to Update Close.io Field

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Typeform Submitted to Create Close.io Opportunity to Schedule Pipedrive Activity

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Typeform Submitted to Create Close.io Opportunity to Update Pipedrive Person Field

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

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 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 Typeform integration, Pipedrive integration and the Close.io integration.

Journey Triggers

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

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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.
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

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.
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 Typeform, Pipedrive and Close.io.