Forms + Close.io Integration

Use Autopilot to automate and integrate Forms and Close.io.

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Marketing Automation ideas to integrate Forms and Close.io

Recurly Subscription to Has Submitted Form to Assign Close.io Task

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Form Submitted to Assign Close.io Lead

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Form Submitted to Create Close.io Opportunity

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Form Submitted to Has Visited Page to Assign Close.io Task

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Form Submitted to Update Close.io Opportunity Stage

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Form Submitted to Assign Close.io Lead

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Close.io Opportunity Status Change to Has Submitted Form to Remove From List

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Form Submitted to Assign Pipedrive Person Owner to Create Close.io Opportunity

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Close.io Field Change to Has Submitted Form to Send Delighted NPS Survey

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Form Submitted to Send Delighted NPS Survey to Assign Close.io Task

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Form Submitted to Update Close.io Field to Send Delighted NPS Survey

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Form Submitted to Assign Close.io Task

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Form Submitted to Check Close.io Field to Add HubSpot CRM Deal

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Close.io Field Change to Has Submitted Form to Unsubscribe from Mailchimp Audience

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Form Submitted to Create Close.io Opportunity to Assign Pipedrive Person Owner

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Form Submitted to Remove From List

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Instapage Form Submitted to Has Submitted Form to Create Close.io Opportunity

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Form Submitted to Update Close.io Field

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Form Submitted to Update Close.io Field

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Form Submitted to Assign Close.io Lead

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Showing 20 of 440 Marketing Automation ideas using Autopilot's Forms and Close.io integration.

About Forms

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

About Close.io

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 Forms integration.

Triggers

Form Submitted
Add a contact to a journey when they submit a form.
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 Form
Check if a contact has previously submitted a specific form.
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).

Actions

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 Forms and Close.io.