Hubspot CRM + Close.io + Base CRM integration

Use Autopilot to create journeys that use the Hubspot CRM, Close.io and Base CRM integrations.

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Marketing Automation ideas to integrate Hubspot CRM, Close.io and Base CRM.

Assign Base Task to Check Close.io Field to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Assign Close.io Lead to Add HubSpot CRM Deal

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Close.io Field Change to Check HubSpot CRM Deal Stage to Update Close.io Field

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HubSpot CRM Deal Stage Match to Check Base Deal Stage to Update Close.io Opportunity Stage

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Assign Base Task to Update HubSpot CRM Deal Stage to Update Close.io Opportunity Stage

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New Close.io Event to Assign Base Contact Owner to Update HubSpot Contact Field

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Base Contact Field Change to Check Close.io Opportunity Status to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Update Close.io Field

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Close.io Opportunity Status Change to Update HubSpot Contact Field to Update Base Contact Field

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New HubSpot CRM Contact to Update Close.io Opportunity Stage to Update HubSpot Contact Field

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Add a Base Deal to Check Close.io Opportunity Status to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Assign Base Contact Owner to Assign Close.io Task

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New Close.io Event to Check HubSpot CRM Deal Stage to Update Close.io Opportunity Stage

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

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Base Deal Stage Change to Check HubSpot CRM Deal Stage to Assign Close.io Task

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Close.io Opportunity Status Change to Check Close.io Opportunity Status to Update HubSpot Contact Field

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New Close.io Event to Check Base Contact Field to Update HubSpot Contact Field

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New HubSpot CRM Contact to Update HubSpot Contact Field to Assign Close.io Lead

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HubSpot CRM Deal Stage Match to Check Base Contact Field to Assign Close.io Lead

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

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Showing 20 journey ideas for Hubspot CRM, Close.io and Base CRM

About the Hubspot CRM integration

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 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 Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Close.io integration and the Base CRM integration.

Journey 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).
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

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).
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Journey 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.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Close.io and Base CRM.