Google Ads + Close.io + Insightly integration

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

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Marketing Automation ideas to integrate Google Ads, Close.io and Insightly.

Add Insightly Opportunity to Check Close.io Field to Add to Google Ads Audience

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Close.io Opportunity Status Change to Assign Insightly Owner to Add to Google Ads Audience

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Add Insightly Opportunity to Check Close.io Opportunity Status to Add to Google Ads Audience

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Add Insightly Opportunity to Create Close.io Opportunity to Remove from Google Ads Audience

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Insightly Contact Field Change to Check Close.io Field to Add to Google Ads Audience

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New Close.io Event to Add to Google Ads Audience to Update Insightly Contact Field

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New Close.io Event to Add to Google Ads Audience to Update Close.io Field

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New Close.io Event to Remove from Google Ads Audience to Assign Insightly Task

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New Close.io Event to Add to Google Ads Audience to Assign Close.io Task

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Close.io Opportunity Status Change to Check Close.io Field to Add to Google Ads Audience

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New Close.io Event to Remove from Google Ads Audience to Create Close.io Opportunity

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Close.io Field Change to Add to Google Ads Audience to Assign Insightly Owner

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Close.io Field Change to Remove from Google Ads Audience to Assign Close.io Lead

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Insightly Opportunity Status Change to Assign Close.io Lead to Add to Google Ads Audience

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Check Insightly Opportunity Stage to Remove from Google Ads Audience to Update Close.io Field

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Close.io Field Change to Update Insightly Contact Field to Remove from Google Ads Audience

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Close.io Field Change to Add to Google Ads Audience to Update Close.io Field

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Check Insightly Contact Field to Update Close.io Opportunity Stage to Remove from Google Ads Audience

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New Close.io Event to Remove from Google Ads Audience to Update Close.io Opportunity Stage

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Check Insightly Opportunity Stage to Assign Close.io Task to Add to Google Ads Audience

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Showing 20 journey ideas for Google Ads, Close.io and Insightly

About the Google Ads integration

Personalize your Google Ads right across the customer journey with Autopilot’s Google Ads Customer Match audiences integration. Easily add and remove contacts from Ads audiences directly from Autopilot’s drag-and-drop canvas. Use it to encourage one-time buyers to become repeat purchasers, nurture newsletter subscribers who aren’t customers yet, and create “similar audiences” to generate new qualified leads.

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 Google Ads integration, Close.io integration and the Insightly integration.

Journey Triggers

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

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 Google Ads Audience
Add a contact to a Google Ads Customer Match audience list.
Remove from Google Ads Audience
Remove a contact from a Google Ads Customer Match audience 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.
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 Google Ads, Close.io and Insightly.