Close.io Integrations

Marketing automation for the inside sales CRM.

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Marketing Automation ideas to integrate Close.io

Pipedrive Deal Stage Match to Check Close.io Field to Add Pipedrive Deal

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Typeform Submitted to Update Close.io Field

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Close.io Opportunity Status Change to Check Salesforce Field to Add Pipedrive Deal

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New Drift Contact to Assign Close.io Lead to Update HubSpot Contact Field

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Typeform Submitted to Update Close.io Opportunity Stage to Send Email

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Smart Segment Trigger to Update Close.io Field

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Close.io Opportunity Status Change to Send Email to Send Segment Event

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Close.io Opportunity Status Change to Add Pipedrive Deal

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Typeform Submitted to Unsubscribe from Mailchimp Audience to Update Close.io Field

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Person Field Match to Assign Close.io Task

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New Drift Contact to Update Close.io Field to Update Pipedrive Person Field

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Close.io Opportunity Status Change to Add HubSpot CRM Deal

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Close.io Opportunity Status Change to Assign Close.io Task to Add HubSpot CRM Deal

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New Close.io Event to Send Slack Message

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Pipedrive Deal Stage Match to Update Close.io Opportunity Stage to Add Pipedrive Deal

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Page Visited to Update Close.io Field

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Pipedrive Deal Stage Match to Has Submitted Typeform to Update Close.io Field

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Typeform Submitted to Check Close.io Field to Assign Pipedrive Person Owner

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Smart Segment Trigger to Check Lead Status to Assign Close.io Task

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Removed From List to Assign Close.io Lead

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Showing 20 of 40368 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.