Close.io + Lead Scoring + Patreon integration

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

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

Patreon Status to Change Score to Update Close.io Field

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

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

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New Patreon Patron to Assign Close.io Task to Change Score

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New Patreon Patron to Check Close.io Opportunity Status to Change Score

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

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

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

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New Patreon Patron to Update Close.io Opportunity Stage to Change Score

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

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

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New Patreon Patron to Assign Close.io Lead to Change Score

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

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

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New Patreon Patron to Change Score to Assign Close.io Lead

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

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

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

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

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

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

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 Patreon integration

Patreon is a membership platform that makes it easy for artists and creators to get paid. Join over 50000 creators earning salaries from over 1000000 monthly patrons.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Close.io integration, Lead Scoring integration and the Patreon 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).
Patreon Status
Check if contact is a current patron.
New Patreon Patron
Add new patrons to a journey.

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 Patreon.