Salesforce + Close.io Integration

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

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Marketing Automation ideas to integrate Salesforce and Close.io

List Trigger to Check Salesforce Field to Assign Close.io Lead

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New Close.io Event to Set Salesforce Campaign Member Status

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Close.io Field Change to Set Salesforce Campaign Member Status

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New Close.io Event to Check Salesforce Field to Send Slack Message

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Removed From List to Check Close.io Opportunity Status to Assign Salesforce Lead

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Assign Close.io Task

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Salesforce Campaign Trigger to Assign Close.io Task to Add Salesforce Task

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Close.io Opportunity Status Change to Assign Salesforce Lead to Group

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New Close.io Event to Assign Salesforce Lead

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Salesforce Campaign Trigger to Update Close.io Field to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Assign Close.io Lead

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Close.io Opportunity Status Change to Update Salesforce Field

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Removed From List to Update Salesforce Field

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Close.io Field Change to Check Lead Status to Update Salesforce Field

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Salesforce Field Changed to Add Salesforce Task to Update Close.io Field

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Salesforce Field Changed to Create Close.io Opportunity to Send Slack Message

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List Trigger to Set Salesforce Campaign Member Status

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New Close.io Event to AB Split to Add Salesforce Task

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Close.io Field Change to Create Close.io Opportunity to Update Salesforce Field

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Salesforce Campaign Trigger to Assign Close.io Lead

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Showing 20 of 3429 Marketing Automation ideas using Autopilot's Salesforce and Close.io integration.

About Salesforce

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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 Salesforce integration.

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).
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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
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 Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Salesforce and Close.io.