Facebook + Custom Fields + Close.io integration
Use Autopilot to create journeys that use the Facebook, Custom Fields and Close.io integrations.
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Marketing Automation ideas to integrate Facebook, Custom Fields and Close.io.
Facebook Lead Ad Submitted to Update Field to Assign Close.io Task
Field Match to Add to Facebook Custom Audience to Assign Close.io Lead
Field Match to Has Submitted Facebook Lead Ad to Assign Close.io Lead
Field Match to Remove From Facebook Custom Audience to Update Field
Field Match to Update Field to Remove From Facebook Custom Audience
Close.io Field Change to Check Field to Remove From Facebook Custom Audience
Field Match to Create Close.io Opportunity to Remove From Facebook Custom Audience
New Close.io Event to Update Field to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Update Field to Update Close.io Field
Field Match to Update Close.io Field to Add to Facebook Custom Audience
Field Match to Check Close.io Field to Remove From Facebook Custom Audience
Close.io Opportunity Status Change to Check Field to Add to Facebook Custom Audience
Field Match to Add to Facebook Custom Audience to Update Close.io Opportunity Stage
Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Update Field
Field Match to Update Close.io Opportunity Stage to Add to Facebook Custom Audience
Field Match to Has Submitted Facebook Lead Ad to Create Close.io Opportunity
Close.io Field Change to Add to Facebook Custom Audience to Update Field
Close.io Opportunity Status Change to Add to Facebook Custom Audience to Update Field
Facebook Lead Ad Submitted to Check Field to Add to Facebook Custom Audience
Close.io Opportunity Status Change to Check Field to Remove From Facebook Custom Audience
Showing 20 journey ideas for Facebook, Custom Fields and Close.io
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 Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Custom Fields integration and the Close.io integration.
Journey Triggers
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
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).
Conditions
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
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, Custom Fields and Close.io.
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