LiveChat + Close.io Integration

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

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Marketing Automation ideas to integrate LiveChat and Close.io

LiveChat Tag to Assign Close.io Task

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Add Intercom Tag to Update Close.io Opportunity Stage

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LiveChat Tag to Assign Close.io Task

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Typeform Submitted to Assign Close.io Lead

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LiveChat Tag to Remove from Google Ads Audience

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LiveChat Tag to Create Close.io Opportunity

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LiveChat Tag to Assign Close.io Task

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LiveChat Tag to Eject from Journey to Assign Close.io Lead

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LiveChat Tag to Update Close.io Field to Remove from Google Ads Audience

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LiveChat Tag to Check Close.io Field to Create Salesforce Opportunity

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LiveChat Tag to Update Close.io Field

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LiveChat Tag to Update Close.io Opportunity Stage to Mail Lob Postcard

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LiveChat Tag to Check Salesforce Field to Assign Close.io Lead

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LiveChat Tag to Assign Salesforce Lead to Group

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LiveChat Tag to Eject from Journey

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LiveChat Tag to Update Close.io Opportunity Stage to Eject from Journey

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LiveChat Tag to Assign Close.io Task

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LiveChat Tag to Eject from Journey to Update Close.io Field

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LiveChat Tag to Assign Close.io Lead

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LiveChat Tag to Mail Lob Postcard

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Showing 20 of 360 Marketing Automation ideas using Autopilot's LiveChat and Close.io integration.

About LiveChat

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.

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 LiveChat integration.

Triggers

LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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

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

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 LiveChat and Close.io.