Close.io + Lead Scoring + Lob integration

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

Upcoming

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

New Close.io Event to Change Score to Update Close.io Opportunity Stage

Try this free

New Close.io Event to Mail Lob Postcard to Change Score

Try this free

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

Try this free

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

Try this free

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

Try this free

Close.io Opportunity Status Change to Check Close.io Field to Change Score

Try this free

Close.io Field Change to Mail Lob Postcard to Change Score

Try this free

New Close.io Event to Change Score to Mail Lob Postcard

Try this free

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

Try this free

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

Try this free

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

Try this free

New Close.io Event to Update Close.io Opportunity Stage to Change Score

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

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

Try this free

Close.io Opportunity Status Change to Mail Lob Postcard to Change Score

Try this free

Close.io Field Change to Check Close.io Opportunity Status to Change Score

Try this free

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

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 Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

Create your own marketing automation journey

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

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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.

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 Lob.