Close.io Integrations

Marketing automation for the inside sales CRM.

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Marketing Automation ideas to integrate Close.io

HubSpot CRM Contact Field Match to Update Close.io Opportunity Stage

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Salesforce Field Changed to Create Close.io Opportunity to Schedule Pipedrive Activity

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New Close.io Event to Add to Google Ads Audience

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Close.io Opportunity Status Change to Update Field

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

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Email Activity to Schedule Pipedrive Activity to Update Close.io Field

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Email Activity to Create Close.io Opportunity

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Close.io Field Change to Update Field

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Field Match to Update Close.io Field to Add Trello Card

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Salesforce Field Changed to Assign Close.io Task

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Salesforce Field Changed to Assign Close.io Task to Add to List

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Close.io Field Change to Update Field to Change Score

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Delighted NPS Response to Add Pipedrive Deal to Assign Close.io Lead

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Typeform Submitted to Check Close.io Opportunity Status to Change Score

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Typeform Submitted to Update Field to Create Close.io Opportunity

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Removed From List to Update Close.io Field

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Email Activity to Create Close.io Opportunity to Update Salesforce Field

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Field Match to Check Close.io Opportunity Status to Schedule Pipedrive Activity

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Field Match to Check HubSpot CRM Deal Stage to Create Close.io Opportunity

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Email Activity to Create Close.io Opportunity

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Showing 20 of 46594 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.