Facebook + Close.io + Smart Segments integration
Use Autopilot to create journeys that use the Facebook, Close.io and Smart Segments integrations.
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Marketing Automation ideas to integrate Facebook, Close.io and Smart Segments.
Smart Segment Trigger to Update Close.io Opportunity Stage to Add to Facebook Custom Audience
New Close.io Event to Remove From Facebook Custom Audience to Assign Close.io Task
New Close.io Event to Update Close.io Field to Add to Facebook Custom Audience
New Close.io Event to Add to Facebook Custom Audience to Assign Close.io Lead
Close.io Field Change to Assign Close.io Task to Remove From Facebook Custom Audience
Smart Segment Trigger to Remove From Facebook Custom Audience to Create Close.io Opportunity
Smart Segment Trigger to Create Close.io Opportunity to Add to Facebook Custom Audience
Close.io Opportunity Status Change to Remove From Facebook Custom Audience to Create Close.io Opportunity
Smart Segment Trigger to Has Submitted Facebook Lead Ad to Update Close.io Opportunity Stage
Facebook Lead Ad Submitted to Check Close.io Field to Add to Facebook Custom Audience
Smart Segment Trigger to Check Close.io Field to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Create Close.io Opportunity to Add to Facebook Custom Audience
Close.io Opportunity Status Change to Add to Facebook Custom Audience to Assign Close.io Task
Smart Segment Trigger to Has Submitted Facebook Lead Ad to Update Close.io Field
Smart Segment Trigger to Remove From Facebook Custom Audience to Update Close.io Field
Smart Segment Trigger to Update Close.io Opportunity Stage to Remove From Facebook Custom Audience
Close.io Opportunity Status Change to Assign Close.io Lead to Remove From Facebook Custom Audience
Smart Segment Trigger to Has Submitted Facebook Lead Ad to Create Close.io Opportunity
Smart Segment Trigger 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
Showing 20 journey ideas for Facebook, Close.io and Smart Segments
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 Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Close.io integration and the Smart Segments 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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 Smart Segments.
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