Pipedrive + Recurly + Hubspot CRM integration

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

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

Showing 0 journey ideas for Pipedrive, Recurly and Hubspot CRM

About the Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. Send personalized messages and take action across the entire customer lifecycle. Autopilot for Pipedrive will help you close more deals and orchestrate a better sales and marketing experience for your customers. When you connect to Pipedrive we sync all of your people, organizations and activities. We’ve included templates for Audiences, Dashboards, Reports and Playbooks to help you get started. The templates cover everything from detailed Pipedrive analytics dashboards, to playbooks that help nurture subscribers into customers. All of your Pipedrive data connects to your customer data platform in Autopilot, which means you can easily ask questions like “which UTM campaign led to the most new deals?” or "which sales emails are most effective at progressing deals?”. All of your important data and metrics are now in one place. You also get access to powerful reporting and dashboards, which means you can create marketing funnels, cohorts, metrics and goals to motivate your entire team. Built in revenue attribution for campaigns will help you see the exact MRR contribution of every email you send from nurturing new subscribers to retaining existing customers.

About the Recurly integration

Our Recurly integration syncs all of your customer data and invoices allowing you deep insights into your SaaS metrics. We automatically create dashboards which help you gain actionable insights into your customer base. Most importantly, Autopilot lets you take ACTION on this data through email marketing campaigns and playbooks which help you grow your audience and make more money.

About the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Recurly integration and the Hubspot CRM integration.

Journey Triggers

Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Pipedrive, Recurly and Hubspot CRM.