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

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Salesforce Field Changed to Check Close.io Field to Remove From List

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New Close.io Event to Eject from Journey

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New Close.io Event to Remove From List to Add Trello Card

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Add Intercom Tag to Assign Close.io Task

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New Drift Contact to Check Close.io Opportunity Status to Add Pipedrive Deal

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New Intercom Lead to Update Close.io Field to Send Delighted NPS Survey

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Drift Goal Reached to Assign Close.io Lead

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Close.io Field Change to Send Delighted NPS Survey to Add Pipedrive Deal

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Drift Goal Reached to Assign Close.io Lead

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New Close.io Event to Remove From Facebook Custom Audience to Add Pipedrive Deal

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Salesforce Field Changed to Update Close.io Field

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Email Activity to Check Close.io Field to Remove From List

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Email Activity to Assign Close.io Task to Send Twilio SMS

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Drift Goal Reached to Update Close.io Field to Send Delighted NPS Survey

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Add Intercom Tag to Remove From List to Update Close.io Opportunity Stage

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Close.io Opportunity Status Change to Add Trello Card

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New Close.io Event to Send Delighted NPS Survey to Assign Close.io Lead

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Close.io Opportunity Status Change to Eject from Journey to Assign Close.io Lead

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Intercom Tag to Send Delighted NPS Survey to Assign Close.io Lead

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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.