Ejection + Forms + Close.io integration

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

Upcoming

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

Close.io Field Change to Has Submitted Form to Eject from Journey

Try this free

Form Submitted to Eject from Journey to Update Close.io Opportunity Stage

Try this free

Form Submitted to Create Close.io Opportunity to Eject from Journey

Try this free

Form Submitted to Eject from Journey to Create Close.io Opportunity

Try this free

Form Submitted to Update Close.io Field to Eject from Journey

Try this free

Form Submitted to Eject from Journey to Update Close.io Field

Try this free

Form Submitted to Check Close.io Field to Eject from Journey

Try this free

Form Submitted to Update Close.io Opportunity Stage to Eject from Journey

Try this free

Form Submitted to Assign Close.io Task to Eject from Journey

Try this free

Form Submitted to Eject from Journey to Assign Close.io Task

Try this free

Form Submitted to Assign Close.io Lead to Eject from Journey

Try this free

Form Submitted to Has Submitted Form to Eject from Journey

Try this free

Form Submitted to Eject from Journey to Assign Close.io Lead

Try this free

New Close.io Event to Has Submitted Form to Eject from Journey

Try this free

Close.io Opportunity Status Change to Has Submitted Form to Eject from Journey

Try this free

Form Submitted to Check Close.io Opportunity Status to Eject from Journey

Try this free

Showing 16 journey ideas for Ejection, Forms and Close.io

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 Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Forms integration and the Close.io integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
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

Has Submitted Form
Check if a contact has previously submitted a specific form.
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

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, Forms and Close.io.