Ejection + Close.io Integration

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

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Marketing Automation ideas to integrate Ejection and Close.io

Removed From List to Eject from Journey

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Close.io Opportunity Status Change to Eject from Journey to Create Close.io Opportunity

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Close.io Field Change to Create Close.io Opportunity to Eject from Journey

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Close.io Field Change to Add Salesforce Task to Eject from Journey

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Person Field Match to Check Close.io Field to Eject from Journey

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Close.io Field Change to Update Pipedrive Deal

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New Close.io Event to Eject from Journey to Assign Pipedrive Person Owner

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LiveChat Tag to Update Close.io Opportunity Stage to Eject from Journey

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List Trigger to Eject from Journey to Update Close.io Opportunity Stage

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New Close.io Event to Eject from Journey

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Close.io Opportunity Status Change to Eject from Journey

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List Trigger to Create Close.io Opportunity to Eject from Journey

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Salesforce Field Changed to Assign Close.io Lead to Eject from Journey

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Close.io Field Change to Eject from Journey

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New Close.io Event to Eject from Journey to Update Close.io Opportunity Stage

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LiveChat Tag to Create Close.io Opportunity

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Close.io Field Change to Eject from Journey

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LiveChat Tag to Eject from Journey to Update Close.io Opportunity Stage

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Person Field Match to Eject from Journey

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Salesforce Field Changed to Eject from Journey

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Showing 20 of 402 Marketing Automation ideas using Autopilot's Ejection and Close.io integration.

About Ejection

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Ejection 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

Eject from Journey
Remove a contact from a journey.
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 Ejection and Close.io.