Forms + Lists + Close.io integration

Use Autopilot to create journeys that use the Forms, Lists and Close.io integrations.

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Marketing Automation ideas to integrate Forms, Lists and Close.io.

Form Submitted to Is on List or Segment to Assign Close.io Lead

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Close.io Opportunity Status Change to Has Submitted Form to Add to List

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Removed From List to Has Submitted Form to Add to List

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Form Submitted to Create Close.io Opportunity to Remove From List

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Form Submitted to Update Close.io Opportunity Stage to Add to List

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List Trigger to Has Submitted Form to Remove From List

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Form Submitted to Add to List to Update Close.io Field

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New Close.io Event to Has Submitted Form to Add to List

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Form Submitted to Assign Close.io Lead to Add to List

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New Close.io Event to Has Submitted Form to Remove From List

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Form Submitted to Check Lead Status to Create Close.io Opportunity

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Close.io Field Change to Has Submitted Form to Remove From List

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Form Submitted to Add to List to Assign Close.io Lead

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Form Submitted to Remove From List to Assign Close.io Lead

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List Trigger to Has Submitted Form to Update Close.io Field

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Close.io Field Change to Has Submitted Form to Add to List

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Form Submitted to Check Close.io Opportunity Status to Remove From List

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Form Submitted to Update Close.io Field to Remove From List

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Form Submitted to Remove From List to Assign Close.io Task

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Form Submitted to Is on List or Segment to Assign Close.io Task

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Showing 20 journey ideas for Forms, Lists and Close.io

About the Forms integration

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 the Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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 Forms integration, Lists integration and the Close.io integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Close.io.