Hubspot CRM + Close.io Integration

Use Autopilot to automate and integrate Hubspot CRM and Close.io.

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Marketing Automation ideas to integrate Hubspot CRM and Close.io

Heap Event to Update Close.io Opportunity Stage to Update HubSpot CRM Deal Stage

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Page Visited to Update HubSpot Contact Field to Update Close.io Opportunity Stage

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Form Submitted to Update Close.io Opportunity Stage

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New HubSpot CRM Contact to Assign Close.io Lead

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

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New HubSpot CRM Contact to Assign Close.io Task

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New HubSpot CRM Contact to Check Close.io Field to Update HubSpot CRM Deal Stage

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New Close.io Event to Add HubSpot CRM Deal

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Close.io Opportunity Status Change to Update Field

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Heap Event to Update Close.io Opportunity Stage

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Email Activity to Update Close.io Field to Add HubSpot CRM Deal

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Typeform Submitted to Assign Close.io Task to Update HubSpot Contact Field

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Close.io Field Change to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Update Close.io Field

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New Close.io Event to Update Close.io Field to Update HubSpot CRM Deal Stage

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New Close.io Event to Add HubSpot CRM Deal

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New Close.io Event to Check HubSpot CRM Deal Stage to Send Push Notification

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Drift Goal Reached to Update Close.io Opportunity Stage to Update HubSpot CRM Deal Stage

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Heap Event to Assign Close.io Lead

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group to Update Close.io Opportunity Stage

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Showing 20 of 3656 Marketing Automation ideas using Autopilot's Hubspot CRM and Close.io integration.

About Hubspot CRM

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

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 Hubspot CRM integration.

Triggers

New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
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

Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Hubspot CRM and Close.io.