Hubspot CRM + Close.io + LiveChat integration
Use Autopilot to create journeys that use the Hubspot CRM, Close.io and LiveChat integrations.
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Marketing Automation ideas to integrate Hubspot CRM, Close.io and LiveChat.
HubSpot CRM Deal Stage Match to Check Close.io Opportunity Status to Update HubSpot CRM Deal Stage
Close.io Opportunity Status Change to Add HubSpot CRM Deal to Update Close.io Opportunity Stage
HubSpot CRM Deal Stage Match to Assign Close.io Task to Update HubSpot Contact Field
New Close.io Event to Create Close.io Opportunity to Update HubSpot Contact Field
Close.io Field Change to Check HubSpot CRM Deal Stage to Assign Close.io Task
Close.io Field Change to Add HubSpot CRM Deal to Create Close.io Opportunity
New Close.io Event to Check Close.io Field to Update HubSpot Contact Field
Close.io Field Change to Add HubSpot CRM Deal to Assign Close.io Lead
HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Update Close.io Field
HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Update Close.io Opportunity Stage
New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Update Close.io Field
HubSpot CRM Deal Stage Match to Assign Close.io Lead to Update HubSpot CRM Deal Stage
Close.io Opportunity Status Change to Update HubSpot CRM Deal Stage to Assign Close.io Task
LiveChat Tag to Assign Close.io Lead to Update HubSpot Contact Field
New Close.io Event to Update HubSpot Contact Field to Create Close.io Opportunity
New Close.io Event to Check Close.io Field to Update HubSpot CRM Deal Stage
Close.io Opportunity Status Change to Check HubSpot CRM Deal Stage to Assign Close.io Task
New Close.io Event to Update Close.io Field to Update HubSpot Contact Field
Close.io Field Change to Check Close.io Field to Update HubSpot CRM Deal Stage
Close.io Field Change to Update Close.io Field to Add HubSpot CRM Deal
Showing 20 journey ideas for Hubspot CRM, Close.io and LiveChat
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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Close.io integration and the LiveChat 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).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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).
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.
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 LiveChat.
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