Facebook + Close.io + Insightly integration

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

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

Facebook Lead Ad Submitted to Check Close.io Opportunity Status to Assign Insightly Task

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

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New Close.io Event to Has Submitted Facebook Lead Ad to Update Close.io Opportunity Stage

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

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Check Insightly Contact Field to Has Submitted Facebook Lead Ad to Assign Close.io Task

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

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Check Insightly Contact Field to Create Close.io Opportunity to Remove From Facebook Custom Audience

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Add Insightly Opportunity to Check Close.io Field to Add to Facebook Custom Audience

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

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Add Insightly Opportunity to Add to Facebook Custom Audience to Assign Close.io Lead

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Insightly Opportunity Status Change to Remove From Facebook Custom Audience to Assign Close.io Lead

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New Close.io Event to Remove From Facebook Custom Audience to Update Insightly Contact Field

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Close.io Field Change to Update Insightly Contact Field to Remove From Facebook Custom Audience

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New Close.io Event to Assign Close.io Task to Remove From Facebook Custom Audience

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

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Insightly Contact Field Change to Remove From Facebook Custom Audience to Create Close.io Opportunity

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Check Insightly Contact Field to Update Close.io Field to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Close.io Task to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Assign Close.io Lead to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Close.io Lead to Assign Insightly Owner

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

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Close.io integration and the Insightly 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).
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

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.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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 Insightly.