Headsup + Close.io Integration

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

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Marketing Automation ideas to integrate Headsup and Close.io

New Close.io Event to Show Headsup Message

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Smart Segment Trigger to Check Headsup Status to Update Close.io Opportunity Stage

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New Close.io Event to Show Headsup Message

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Drift Goal Reached to Update Close.io Field

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New Close.io Event to Update Close.io Field to Show Headsup Message

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Close.io Field Change to Show Headsup Message

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API Trigger to Update Close.io Opportunity Stage

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Intercom Tag to Create Close.io Opportunity

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New Close.io Event to Check Close.io Opportunity Status to Show Headsup Message

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Drift Goal Reached to Create Close.io Opportunity

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Field Match to Assign Close.io Lead

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Smart Segment Trigger to Show Headsup Message to Assign Close.io Task

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Close.io Field Change to Check Headsup Status to Update Close.io Opportunity Stage

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Close.io Opportunity Status Change to Show Headsup Message to Eject from Journey

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Close.io Opportunity Status Change to Show Headsup Message to Update Close.io Field

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Close.io Field Change to Show Headsup Message

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Close.io Opportunity Status Change to Check Headsup Status to Update HubSpot CRM Deal Stage

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Close.io Opportunity Status Change to Show Headsup Message

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Close.io Opportunity Status Change to Show Headsup Message

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Close.io Opportunity Status Change to Check Headsup Status to Update HubSpot CRM Deal Stage

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Showing 20 of 575 Marketing Automation ideas using Autopilot's Headsup and Close.io integration.

About Headsup

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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 Headsup integration.

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).

Conditions

Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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

Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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 Headsup and Close.io.