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

New Close.io Event to Assign Close.io Lead to Update Salesforce Field

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Smart Segment Trigger to Assign Salesforce Lead to Group to Assign Close.io Lead

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Salesforce Campaign Trigger to Update Salesforce Field to Update Close.io Field

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Segment Event to Update Salesforce Field to Assign Close.io Lead

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New Close.io Event to Check Close.io Opportunity Status to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Create Close.io Opportunity

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Close.io Field Change to Assign Salesforce Lead

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Salesforce Field Changed to Assign Close.io Task

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Close.io Field Change to Check Pipedrive Deal Stage to Assign Salesforce Lead

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New Intercom Lead to Assign Close.io Lead

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Close.io Field Change to Create Salesforce Opportunity

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New Close.io Event to Update Close.io Field to Create Salesforce Opportunity

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New Close.io Event to Add Salesforce Task to Update Close.io Field

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Heap Event to Update Close.io Field

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Salesforce Field Changed to Create Close.io Opportunity

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Close.io Opportunity Status Change to Add HubSpot CRM Deal to Create Salesforce Opportunity

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New Intercom Lead to Assign Salesforce Lead to Group

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Segment Event to Create Salesforce Opportunity

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Close.io Field Change to Has Visited Page to Assign Salesforce Lead

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

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Showing 20 of 3858 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 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.