Hubspot CRM + Close.io + Email integration

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

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

Email Activity to Update Close.io Opportunity Stage to Add HubSpot CRM Deal

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Close.io Field Change to Update HubSpot CRM Deal Stage to Assign Close.io Lead

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HubSpot CRM Deal Stage Match to Update Close.io Opportunity Stage to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Update Close.io Field

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Close.io Field Change to Update HubSpot CRM Deal Stage to Create Close.io Opportunity

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Email Activity to Assign Close.io Lead to Add HubSpot CRM Deal

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

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HubSpot CRM Deal Stage Match to Create Close.io Opportunity to Send Email

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

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Close.io Field Change to Assign Close.io Task to Update HubSpot Contact Field

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New Close.io Event to Send Email to Update HubSpot Contact Field

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New Close.io Event to Check Close.io Opportunity Status to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Assign Close.io Lead to Add HubSpot CRM Deal

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

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HubSpot CRM Contact Field Match to Send Email to Assign Close.io Task

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

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Close.io Field Change to Update HubSpot Contact Field to Update Close.io Opportunity Stage

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HubSpot CRM Contact Field Match to Check Email Status to Update Close.io Field

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New HubSpot CRM Contact to Update Close.io Opportunity Stage to Send Email

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Close.io Opportunity Status Change to Add HubSpot CRM Deal to Assign Close.io Task

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

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Close.io integration and the Email 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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Email.