Hubspot CRM + Close.io + Freshdesk integration

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

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

Freshdesk Ticket Updated to Update HubSpot Contact Field to Update Close.io Opportunity Stage

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

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New Close.io Event to Update HubSpot Contact Field to Create Close.io Opportunity

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New Freshdesk Ticket to Assign Close.io Lead to Update HubSpot Contact Field

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Create New Freshdesk Ticket to Check Close.io Field to Update HubSpot Contact Field

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

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Freshdesk Ticket Updated to Assign Close.io Lead to Update HubSpot Contact Field

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

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HubSpot CRM Deal Stage Match to Freshdesk Ticket Status to Create Close.io Opportunity

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HubSpot CRM Contact Field Match to Assign Close.io Task to Freshdesk Update Ticket

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New Close.io Event to Freshdesk Update Ticket to Update HubSpot CRM Deal Stage

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

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

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New Freshdesk Ticket to Update HubSpot CRM Deal Stage to Assign Close.io Lead

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

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Freshdesk New Contact to Update HubSpot CRM Deal Stage to Assign Close.io Lead

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

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HubSpot CRM Contact Field Match to Check Close.io Opportunity Status to Freshdesk Update Ticket

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

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New Freshdesk Ticket to Update HubSpot Contact Field to Create Close.io Opportunity

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

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Close.io integration and the Freshdesk 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).
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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).
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.