Close.io + Lead Scoring Integration

Use Autopilot to automate and integrate Close.io and Lead Scoring.

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Marketing Automation ideas to integrate Close.io and Lead Scoring

Close.io Opportunity Status Change to Update Close.io Opportunity Stage to Change Score

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Close.io Field Change to Assign Close.io Lead to Change Score

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Delighted NPS Response to Update Close.io Field to Change Score

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Close.io Opportunity Status Change to Change Score

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Close.io Opportunity Status Change to Change Score

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Close.io Field Change to Change Score

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New Close.io Event to Change Score to Create Close.io Opportunity

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Drift Goal Reached to Change Score

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Close.io Opportunity Status Change to Check Delighted NPS Response to Change Score

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Close.io Field Change to Add to Facebook Custom Audience

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Smart Segment Trigger to Assign Close.io Task to Change Score

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Smart Segment Trigger to Create Close.io Opportunity

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Close.io Field Change to Change Score to Create Close.io Opportunity

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Close.io Field Change to Check Delighted NPS Response to Change Score

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Smart Segment Trigger to Assign Close.io Lead

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Drift Goal Reached to Update Close.io Field to Change Score

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Smart Segment Trigger to Change Score

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New Close.io Event to Assign Close.io Task to Change Score

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Close.io Field Change to AB Split

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Smart Segment Trigger to Check Close.io Field to Change Score

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Showing 20 of 285 Marketing Automation ideas using Autopilot's Close.io and Lead Scoring integration.

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 Lead Scoring

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

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.
Change Score
Increases or decrease a number field by a specific amount.

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 and Lead Scoring.