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