Close.io Integrations
Marketing automation for the inside sales CRM.
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Marketing Automation ideas to integrate Close.io
Close.io Field Change to Add Trello Card
Email Activity to Check Close.io Field to Assign Salesforce Lead
Heap Event to Check Lead Status to Update Close.io Field
Twilio SMS Received to Assign Close.io Task
Close.io Opportunity Status Change to Assign Close.io Lead to Assign Pipedrive Person Owner
Field Match to Update Close.io Opportunity Stage
Close.io Opportunity Status Change to Assign Close.io Lead to Unsubscribe from Mailchimp Audience
Pipedrive Deal Status Match to Assign Salesforce Lead to Assign Close.io Task
Close.io Field Change to Schedule Pipedrive Activity to Create Close.io Opportunity
New HubSpot CRM Contact to Check Lead Status to Assign Close.io Task
New Close.io Event to Assign Pipedrive Person Owner
Unsubscribed from Mailchimp Audience to Assign Close.io Task
Close.io Field Change to Check Close.io Field to Send Twilio SMS
Email Activity to Check Close.io Field to Send Twilio SMS
Heap Event to Assign Close.io Task
Close.io Opportunity Status Change to Add Trello Card to Update HubSpot Contact Field
Heap Event to Check Pipedrive Deal Field to Assign Close.io Task
New Close.io Event to Send Delighted NPS Survey
New Intercom User to Assign Close.io Lead
Facebook Lead Ad Submitted to Assign Close.io Task to Unsubscribe from Mailchimp Audience
Showing 20 of 71346 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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