Facebook + Base CRM + Close.io integration

Use Autopilot to create journeys that use the Facebook, Base CRM and Close.io integrations.

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Marketing Automation ideas to integrate Facebook, Base CRM and Close.io.

Assign Base Task to Check Close.io Field to Add to Facebook Custom Audience

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Close.io Opportunity Status Change to Assign Base Contact Owner to Add to Facebook Custom Audience

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Assign Base Task to Add to Facebook Custom Audience to Update Close.io Opportunity Stage

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Assign Base Task to Remove From Facebook Custom Audience to Assign Close.io Lead

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Facebook Lead Ad Submitted to Check Base Contact Field to Create Close.io Opportunity

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Base Contact Field Change to Check Base Contact Field to Remove From Facebook Custom Audience

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Assign Base Task to Has Submitted Facebook Lead Ad to Update Close.io Opportunity Stage

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Update Base Contact Field

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Facebook Lead Ad Submitted to Create Close.io Opportunity to Update Base Contact Field

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Base Contact Field Change to Check Base Deal Stage to Add to Facebook Custom Audience

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Add a Base Deal to Add to Facebook Custom Audience to Create Close.io Opportunity

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Assign Base Task to Create Close.io Opportunity to Add to Facebook Custom Audience

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Base Contact Field Change to Create Close.io Opportunity to Add to Facebook Custom Audience

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Assign Base Task to Update Base Contact Field to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Base Deal Stage to Add to Facebook Custom Audience

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Add a Base Deal to Update Close.io Field to Remove From Facebook Custom Audience

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Add a Base Deal to Update Close.io Opportunity Stage to Remove From Facebook Custom Audience

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Base Deal Stage Change to Create Close.io Opportunity to Remove From Facebook Custom Audience

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Assign Base Task to Assign Base Contact Owner to Add to Facebook Custom Audience

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Close.io Opportunity Status Change to Check Base Deal Stage to Remove From Facebook Custom Audience

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Showing 20 journey ideas for Facebook, Base CRM and Close.io

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

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 Facebook integration, Base CRM integration and the Close.io integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
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 Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
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

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
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 Facebook, Base CRM and Close.io.