Hubspot CRM + Close.io + Shopify integration

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

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

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

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

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

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

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

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Shopify Abandoned Cart to Update Close.io Opportunity Stage to Update HubSpot CRM Deal Stage

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New Shopify Customer to Check Close.io Field to Add HubSpot CRM Deal

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

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Shopify Abandoned Cart to Create Close.io Opportunity to Update HubSpot Contact Field

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

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

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Shopify Abandoned Cart to Check HubSpot CRM Deal Stage to Update Close.io Field

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Shopify Abandoned Cart to Check Close.io Field to Add HubSpot CRM Deal

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

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

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

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Has Abandoned Shopify Cart to Update HubSpot Contact Field to Update Close.io Field

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

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

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

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 Shopify integration

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Close.io integration and the Shopify 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).
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.

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 Shopify.