Close.io Integrations
Marketing automation for the inside sales CRM.
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Marketing Automation ideas to integrate Close.io
API Trigger to Assign Close.io Lead
Salesforce Field Changed to Check Close.io Field to Remove From List
New Close.io Event to Eject from Journey
New Close.io Event to Remove From List to Add Trello Card
Add Intercom Tag to Assign Close.io Task
New Drift Contact to Check Close.io Opportunity Status to Add Pipedrive Deal
New Intercom Lead to Update Close.io Field to Send Delighted NPS Survey
Drift Goal Reached to Assign Close.io Lead
Close.io Field Change to Send Delighted NPS Survey to Add Pipedrive Deal
Drift Goal Reached to Assign Close.io Lead
New Close.io Event to Remove From Facebook Custom Audience to Add Pipedrive Deal
Salesforce Field Changed to Update Close.io Field
Email Activity to Check Close.io Field to Remove From List
Email Activity to Assign Close.io Task to Send Twilio SMS
Drift Goal Reached to Update Close.io Field to Send Delighted NPS Survey
Add Intercom Tag to Remove From List to Update Close.io Opportunity Stage
Close.io Opportunity Status Change to Add Trello Card
New Close.io Event to Send Delighted NPS Survey to Assign Close.io Lead
Close.io Opportunity Status Change to Eject from Journey to Assign Close.io Lead
Intercom Tag to Send Delighted NPS Survey to Assign Close.io Lead
Showing 20 of 36014 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 $49/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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