Facebook + Close.io + Freshdesk integration
Use Autopilot to create journeys that use the Facebook, Close.io and Freshdesk integrations.
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Marketing Automation ideas to integrate Facebook, Close.io and Freshdesk.
New Freshdesk Ticket to Add to Facebook Custom Audience to Assign Close.io Lead
Close.io Opportunity Status Change to Assign Close.io Lead to Add to Facebook Custom Audience
Close.io Opportunity Status Change to Remove From Facebook Custom Audience to Assign Close.io Lead
Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Update Close.io Field
Freshdesk Contact Updated to Update Close.io Field to Remove From Facebook Custom Audience
Freshdesk New Contact to Remove From Facebook Custom Audience to Update Close.io Field
New Close.io Event to Assign Close.io Lead to Add to Facebook Custom Audience
Freshdesk Ticket Updated to Has Submitted Facebook Lead Ad to Assign Close.io Lead
Create New Freshdesk Ticket to Has Submitted Facebook Lead Ad to Update Close.io Field
Facebook Lead Ad Submitted to Update Close.io Opportunity Stage to Add to Facebook Custom Audience
Freshdesk Contact Updated to Remove From Facebook Custom Audience to Update Close.io Opportunity Stage
Freshdesk Ticket Updated to Assign Close.io Task to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Assign Close.io Task to Freshdesk Update Ticket
Create New Freshdesk Ticket to Assign Close.io Task to Add to Facebook Custom Audience
Create New Freshdesk Ticket to Create Close.io Opportunity to Add to Facebook Custom Audience
New Close.io Event to Freshdesk Update Ticket to Remove From Facebook Custom Audience
Create New Freshdesk Ticket to Has Submitted Facebook Lead Ad to Assign Close.io Lead
Freshdesk New Contact to Check Close.io Opportunity Status to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Update Close.io Opportunity Stage to Remove From Facebook Custom Audience
Close.io Field Change to Update Close.io Field to Add to Facebook Custom Audience
Showing 20 journey ideas for Facebook, Close.io and Freshdesk
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 Freshdesk integration
Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Close.io integration and the Freshdesk 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).
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
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).
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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 Freshdesk.
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