Facebook + Close.io + Base CRM integration
Use Autopilot to create journeys that use the Facebook, Close.io and Base CRM integrations.
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Marketing Automation ideas to integrate Facebook, Close.io and Base CRM.
Facebook Lead Ad Submitted to Assign Base Contact Owner to Update Close.io Opportunity Stage
Close.io Opportunity Status Change to Has Submitted Facebook Lead Ad to Update Close.io Field
Close.io Field Change to Update Close.io Field to Remove From Facebook Custom Audience
New Close.io Event to Check Base Contact Field to Remove From Facebook Custom Audience
Base Contact Field Change to Add to Facebook Custom Audience to Assign Close.io Lead
Close.io Field Change to Create Close.io Opportunity to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Assign Close.io Lead
Close.io Opportunity Status Change to Update Base Contact Field to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Update Close.io Field to Remove From Facebook Custom Audience
Close.io Field Change to Check Close.io Opportunity Status to Add to Facebook Custom Audience
Base Deal Stage Change to Check Close.io Field to Add to Facebook Custom Audience
New Close.io Event to Check Base Contact Field to Add to Facebook Custom Audience
Assign Base Task to Has Submitted Facebook Lead Ad to Create Close.io Opportunity
Add a Base Deal to Update Close.io Opportunity Stage to Add to Facebook Custom Audience
Base Deal Stage Change to Has Submitted Facebook Lead Ad to Create Close.io Opportunity
Close.io Field Change to Assign Close.io Lead to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Update Close.io Opportunity Stage
Add a Base Deal to Create Close.io Opportunity to Remove From Facebook Custom Audience
Base Deal Stage Change to Remove From Facebook Custom Audience to Assign Close.io Lead
Base Deal Stage Change to Create Close.io Opportunity to Add to Facebook Custom Audience
Showing 20 journey ideas for Facebook, Close.io and Base CRM
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 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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Close.io integration and the Base CRM integration.
Journey Triggers
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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).
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.
Conditions
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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 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.
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.
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.
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.
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, Close.io and Base CRM.
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