Lists + Close.io Integration

Use Autopilot to automate and integrate Lists and Close.io.

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Marketing Automation ideas to integrate Lists and Close.io

Removed From List to Check HubSpot CRM Deal Stage to Assign Close.io Task

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Removed From List to Update HubSpot Contact Field

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Subscribed to Mailchimp audience to Assign Close.io Task to Add to List

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New Close.io Event to Remove From List

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New Close.io Event to Update Close.io Field to Remove From List

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Removed From List to Add to Google Ads Audience

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New Close.io Event to Assign Close.io Task to Remove From List

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List Trigger to Check HubSpot CRM Deal Stage to Update Close.io Field

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List Trigger to Assign Close.io Task to Add to Google Ads Audience

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Subscribed to Mailchimp audience to Assign Close.io Task

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List Trigger to Update Close.io Field

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Subscribed to Mailchimp audience to Create Close.io Opportunity

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Subscribed to Mailchimp audience to Assign Close.io Task

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Close.io Field Change to Add to Google Ads Audience to Remove From List

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List Trigger to Add to List to Create Close.io Opportunity

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New Close.io Event to AB Split to Add to List

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Close.io Field Change to Remove From List

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Close.io Field Change to Add to List

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Close.io Field Change to Assign Pipedrive Person Owner to Remove From List

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List Trigger to Check Close.io Field to Add to List

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Showing 20 of 2582 Marketing Automation ideas using Autopilot's Lists and Close.io integration.

About Lists

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

About Close.io

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Lists integration.

Triggers

List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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).

Conditions

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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).

Actions

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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 Lists and Close.io.