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 Update Close.io Opportunity Stage

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Removed From List to Assign Close.io Task

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New Close.io Event to Is on List or Segment to Create Close.io Opportunity

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Close.io Opportunity Status Change to Remove From List

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New Close.io Event to Add to List to Update Close.io Opportunity Stage

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API Trigger to Add to List

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Recurly Subscription to Check Lead Status to Update Close.io Opportunity Stage

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List Trigger to Remove from Google Ads Audience to Assign Close.io Task

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Close.io Opportunity Status Change to Assign Close.io Task to Add to List

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API Trigger to Check Close.io Opportunity Status to Add to List

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Removed From List to Assign Close.io Task

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Smart Segment Trigger to Add to List

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Removed From List to Unsubscribe from Mailchimp Audience to Update Close.io Opportunity Stage

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Time Trigger to Add to List to Update Close.io Field

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Close.io Field Change to Check Close.io Field to Remove From List

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HubSpot CRM Contact Field Match to Remove From List

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List Trigger to Check Lead Status to Create Close.io Opportunity

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Recurly Subscription to Update Close.io Field

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Removed From List to Assign Close.io Lead

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List Trigger to Update Close.io Field

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Showing 20 of 2371 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.