Facebook + Close.io + Email integration

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

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Marketing Automation ideas to integrate Facebook, Close.io and Email.

Close.io Opportunity Status Change to Remove From Facebook Custom Audience to Send Email

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Close.io Opportunity Status Change to Has Submitted Facebook Lead Ad to Update Close.io Opportunity Stage

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

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New Close.io Event to Send Email to Add to Facebook Custom Audience

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New Close.io Event to Create Close.io Opportunity to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Update Close.io Field to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Close.io Opportunity Status to Send Email

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Email Activity to Assign Close.io Task to Remove From Facebook Custom Audience

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

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Facebook Lead Ad Submitted to Assign Close.io Lead to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Email Status to Assign Close.io Lead

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Email Activity to Check Close.io Opportunity Status to Add to Facebook Custom Audience

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Close.io Opportunity Status Change to Has Submitted Facebook Lead Ad to Assign Close.io Task

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Close.io Opportunity Status Change to Update Close.io Field to Add to Facebook Custom Audience

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Close.io Field Change to Assign Close.io Task to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Create Close.io Opportunity

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New Close.io Event to Update Close.io Field to Add to Facebook Custom Audience

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Close.io Opportunity Status Change to Add to Facebook Custom Audience to Send Email

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Email Activity to Create Close.io Opportunity to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Create Close.io Opportunity to Remove From Facebook Custom Audience

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Showing 20 journey ideas for Facebook, Close.io and Email

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Close.io integration and the Email 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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Email.