Salesforce + Base CRM + Pipedrive integration

Use Autopilot to create journeys that use the Salesforce, Base CRM and Pipedrive integrations.

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Marketing Automation ideas to integrate Salesforce, Base CRM and Pipedrive.

Base Deal Stage Change to Check Base Contact Field to Assign Salesforce Lead to Group

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Person Field Match to Check Base Deal Stage to Update Salesforce Field

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Salesforce Campaign Trigger to Check Base Contact Field to Assign Salesforce Lead to Group

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Assign Base Task to Update Salesforce Field to Schedule Pipedrive Activity

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Base Deal Stage Change to Update Salesforce Field to Assign Base Contact Owner

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Add a Base Deal to Create Salesforce Opportunity to Update Pipedrive Person Field

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Person Field Match to Update Base Contact Field to Update Salesforce Field

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Pipedrive Deal Status Match to Update Base Contact Field to Assign Salesforce Lead to Group

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Salesforce Field Changed to Update Base Contact Field to Set Salesforce Campaign Member Status

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Base Contact Field Change to Assign Salesforce Lead to Group to Schedule Pipedrive Activity

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Salesforce Field Changed to Assign Pipedrive Person Owner to Assign Base Contact Owner

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Base Deal Stage Change to Add Salesforce Task to Schedule Pipedrive Activity

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Add a Base Deal to Update Pipedrive Deal Field to Create Salesforce Opportunity

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Person Field Match to Update Base Contact Field to Add Salesforce Task

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Base Contact Field Change to Check Salesforce Campaign Member Status to Schedule Pipedrive Activity

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Add a Base Deal to Check Pipedrive Person Field to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Match to Check Base Contact Field to Update Salesforce Field

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Assign Base Task to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Update Base Contact Field to Add Pipedrive Note

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Base Deal Stage Change to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Showing 20 journey ideas for Salesforce, Base CRM and Pipedrive

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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 Salesforce integration, Base CRM integration and the Pipedrive integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
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

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
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

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
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 Salesforce, Base CRM and Pipedrive.