Ejection + Close.io + Salesforce integration

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

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

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

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Close.io Field Change to Check Close.io Opportunity Status to Eject from Journey

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Close.io Opportunity Status Change to Check Close.io Field to Eject from Journey

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Salesforce Campaign Trigger to Eject from Journey to Update Close.io Field

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New Close.io Event to Check Close.io Opportunity Status to Eject from Journey

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

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Close.io Opportunity Status Change to Eject from Journey to Update Salesforce Field

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

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Salesforce Campaign Trigger to Eject from Journey to Create Close.io Opportunity

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

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Salesforce Campaign Trigger to Assign Close.io Task to Eject from Journey

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Salesforce Campaign Trigger to Update Close.io Opportunity Stage to Eject from Journey

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

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

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

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Salesforce Campaign Trigger to Check Close.io Opportunity Status to Eject from Journey

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Salesforce Campaign Trigger to Update Close.io Field to Eject from Journey

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Close.io Opportunity Status Change to Eject from Journey to Set Salesforce Campaign Member Status

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New Close.io Event to Eject from Journey to Create Salesforce Opportunity

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

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

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Close.io integration and the Salesforce 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).
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field 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).
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

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 Salesforce.