Ejection + Close.io + NationBuilder integration

Use Autopilot to create journeys that use the Ejection, Close.io and NationBuilder integrations.

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Marketing Automation ideas to integrate Ejection, Close.io and NationBuilder.

Close.io Opportunity Status Change to Eject from Journey to Update Close.io Opportunity Stage

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Close.io Opportunity Status Change to Eject from Journey to Assign Close.io Lead

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Close.io Field Change to Eject from Journey to Assign Close.io Task

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Added to NationBuilder Nation List to Update Close.io Opportunity Stage to Eject from Journey

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Close.io Field Change to Update Close.io Opportunity Stage to Eject from Journey

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New Close.io Event to Assign Close.io Task to Eject from Journey

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New NationBuilder Donor to Check Close.io Opportunity Status to Eject from Journey

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NationBuilder Membership Status to Eject from Journey to Assign Close.io Task

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New NationBuilder Donor to Eject from Journey to Assign Close.io Lead

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NationBuilder Membership Status to Eject from Journey to Update Close.io Field

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Close.io Field Change to Eject from Journey to Assign Close.io Lead

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Added to NationBuilder Nation List to Check Close.io Field to Eject from Journey

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

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Added to NationBuilder Nation List to Create Close.io Opportunity to Eject from Journey

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NationBuilder Membership Status to Eject from Journey to Assign Close.io Lead

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Close.io Field Change to Assign Close.io Task to Eject from Journey

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New NationBuilder Donor to Eject from Journey to Update Close.io Opportunity Stage

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Close.io Opportunity Status Change to Is a NationBuilder Donor? to Eject from Journey

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NationBuilder Membership Status to Assign Close.io Lead to Eject from Journey

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New Close.io Event to Eject from Journey to Update Close.io Field

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Showing 20 journey ideas for Ejection, Close.io and NationBuilder

About the Ejection integration

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 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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Close.io integration and the NationBuilder 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).
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

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).
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

Journey 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, Close.io and NationBuilder.