Facebook + Close.io + Help Scout integration

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

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Marketing Automation ideas to integrate Facebook, Close.io and Help Scout.

Close.io Field Change to Assign Close.io Lead to Remove From Facebook Custom Audience

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Help Scout Create Conversation to Has Submitted Facebook Lead Ad to Update Close.io Opportunity Stage

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Help Scout Satisfaction Rating to Has Submitted Facebook Lead Ad to Update Close.io Opportunity Stage

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New Close.io Event to Assign Close.io Task to Add to Facebook Custom Audience

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Help Scout Satisfaction Rating to Remove From Facebook Custom Audience to Create Close.io Opportunity

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Close.io Field Change to Has Submitted Facebook Lead Ad to Update Close.io Field

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Close.io Field Change to Remove From Facebook Custom Audience to Update Close.io Opportunity Stage

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New Close.io Event to Update Close.io Opportunity Stage to Add to Facebook Custom Audience

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Help Scout Tag to Check Close.io Field to Add to Facebook Custom Audience

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

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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 Field to Remove From Facebook Custom Audience

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Close.io Opportunity Status Change to Assign Close.io Task to Add to Facebook Custom Audience

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Help Scout Satisfaction Rating to Remove From Facebook Custom Audience to Assign Close.io Task

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

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Help Scout Satisfaction Rating to Assign Close.io Lead to Remove From Facebook Custom Audience

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

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Help Scout Create Conversation to Update Close.io Opportunity Stage to Remove From Facebook Custom Audience

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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 Update Close.io Opportunity Stage to Remove From Facebook Custom Audience

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Showing 20 journey ideas for Facebook, Close.io and Help Scout

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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Close.io integration and the Help Scout 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).
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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).

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 Help Scout.