Autoklose
by Autoklose
Qualify my leads, Nurture my leads, Communicate with leads, Automate my pipeline and data, Manage my accounts
The Autoklose sales engagement platform automates personalized sales nurture campaigns directly from your email account (rather than a bulk email system) so that they are not flagged as mass marketing spam. Customizable email templates make it easy to set up campaigns that respond dynamically to prospect reactions. And with built-in access to our database of over 40 million North American B2B contacts, you can always keep your funnel filled with prospects.
Autoklose and Pipedrive
When a prospect takes an action indicating they are sales-ready (clicks a link in an email, responds, etc.), the lead will automatically be sent to Pipedrive and into the hands of a sales rep to close the deal.
After hitting "Install" and accepting the requested permissions, you will be redirected to our website.
If you don't have an account already or are not logged in, please create an account or log in.
Afterwards, you will be redirected to our Pipedrive integration page, where you can begin configuring your integration.
In the first table that appears on your page, you can modify any mappings you wish to change. These mappings set up a link between your contacts in Autoklose and persons in Pipedrive. These are used for exporting, importing and syncing data between Pipedrive and Autoklose.
Next in the section below, you can select a Pipedrive person filter. Having a filter allows you to create specific criteria for data you want to share between Autoklose and Pipedrive. You must do this first in order to use any syncing functionality.
Use the "Apply Tag" field to tag any contacts in Autoklose that have been synced with Pipedrive.
Finally, you can click the "Sync Users" button to manually sync data, or toggle the switch below labeled "Sync Automatically" to have your data kept in-sync in the background.
While creating email campaigns, you will have the option to record email activity in Pipedrive as well as sync contacts based on how they respond to your emails.
If you wish to remove this integration from your Autoklose account, simply hit the "Disconnect Account" button at the top of the page.
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