Close.io Integrations
Marketing automation for the inside sales CRM.
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Marketing Automation ideas to integrate Close.io
Form Submitted to Update Pipedrive Person Field to Update Close.io Field
Close.io Field Change to Schedule Pipedrive Activity to Add to Google Ads Audience
New Close.io Event to Assign Close.io Lead to Create Salesforce Opportunity
New Close.io Event to Change Score
Drift Goal Reached to Assign Close.io Lead
Recurly Subscription to Assign Close.io Lead
New Close.io Event to Change Score
Heap Event to Check Email Status to Assign Close.io Task
Heap Event to Assign Close.io Task
Drift Goal Reached to Assign Close.io Task
Drift Goal Reached to Assign Close.io Task
New Close.io Event to AB Split
Drift Goal Reached to Create Close.io Opportunity
Drift Goal Reached to Create Close.io Opportunity to Create Salesforce Opportunity
Delighted NPS Response to AB Split to Update Close.io Opportunity Stage
Close.io Opportunity Status Change to Send Twilio SMS to Update Pipedrive Person Field
New Close.io Event to Change Score
Close.io Field Change to AB Split
Close.io Field Change to Change Score
Delighted NPS Response to Create Close.io Opportunity
Showing 20 of 56718 Marketing Automation ideas for Close.io
About Close.io
Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.
About Autopilot
Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $1/month.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Close.io integration.
Triggers
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
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).
Actions
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 Close.io.
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