Close.io + Lead Scoring + Intercom integration

Use Autopilot to create journeys that use the Close.io, Lead Scoring and Intercom integrations.

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Marketing Automation ideas to integrate Close.io, Lead Scoring and Intercom.

New Intercom User to Change Score to Create Close.io Opportunity

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Add Intercom Tag to Change Score to Create Close.io Opportunity

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Intercom Tag to Assign Close.io Lead to Change Score

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New Intercom User to Change Score to Update Close.io Field

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

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Close.io Opportunity Status Change to Change Score to Assign Close.io Lead

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Intercom Tag to Change Score to Assign Close.io Task

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

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New Intercom Lead to Check Close.io Opportunity Status to Change Score

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Intercom Tag to Change Score to Update Close.io Field

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New Intercom Lead to Change Score to Assign Close.io Lead

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New Intercom Lead to Update Close.io Opportunity Stage to Change Score

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

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New Close.io Event to Update Close.io Field to Change Score

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New Intercom Lead to Update Close.io Field to Change Score

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New Intercom User to Change Score to Assign Close.io Task

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Intercom Tag to Check Close.io Opportunity Status to Change Score

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Add Intercom Tag to Check Close.io Field to Change Score

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Close.io Opportunity Status Change to Change Score to Assign Close.io Task

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

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Showing 20 journey ideas for Close.io, Lead Scoring and Intercom

About the Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

About the Lead Scoring integration

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.

About the Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Close.io integration, Lead Scoring integration and the Intercom integration.

Journey 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).
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

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).

Journey 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, Lead Scoring and Intercom.