Close.io + Patreon Integration

Use Autopilot to automate and integrate Close.io and Patreon.

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Marketing Automation ideas to integrate Close.io and Patreon

New Patreon Patron to Create Close.io Opportunity

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New Patreon Patron to Add to Google Ads Audience to Create Close.io Opportunity

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New Patreon Patron to Assign Close.io Task

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New Patreon Patron to Check Close.io Opportunity Status to Update HubSpot CRM Deal Stage

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New Patreon Patron to Update HubSpot CRM Deal Stage to Assign Close.io Task

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New Patreon Patron to Add Trello Card to Create Close.io Opportunity

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New Patreon Patron to Create Close.io Opportunity

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New Patreon Patron to Update Close.io Field

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New Patreon Patron to Add to Google Ads Audience to Create Close.io Opportunity

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New Patreon Patron to Update HubSpot CRM Deal Stage

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Patreon Status to Check Close.io Field to Update HubSpot CRM Deal Stage

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Patreon Status to Add Trello Card to Update Close.io Field

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Patreon Status to Assign Close.io Lead

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New Patreon Patron to Update Close.io Opportunity Stage to Assign Pipedrive Person Owner

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New Patreon Patron to Assign Close.io Task

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New Patreon Patron to Assign Close.io Lead

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Patreon Status to Assign Close.io Lead

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Patreon Status to Update Close.io Field

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Patreon Status to Send Delighted NPS Survey to Create Close.io Opportunity

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Patreon Status to Check Close.io Field to Update HubSpot CRM Deal Stage

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Showing 20 of 1494 Marketing Automation ideas using Autopilot's Close.io and Patreon 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 Patreon

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 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).
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).

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 and Patreon.