Salesforce + Facebook + Close.io integration

Use Autopilot to create journeys that use the Salesforce, Facebook and Close.io integrations.

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Marketing Automation ideas to integrate Salesforce, Facebook and Close.io.

Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience

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Salesforce Field Changed to Remove From Facebook Custom Audience to Assign Close.io Lead

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Salesforce Campaign Trigger to Check Salesforce Field to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Update Close.io Field

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Close.io Opportunity Status Change to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Check Salesforce Field to Assign Close.io Lead

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Salesforce Field Changed to Remove From Facebook Custom Audience to Assign Close.io Task

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New Close.io Event to Add to Facebook Custom Audience to Assign Salesforce Lead

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Salesforce Field Changed to Create Salesforce Opportunity to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Set Salesforce Campaign Member Status to Update Close.io Field

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New Close.io Event to Assign Salesforce Lead to Add to Facebook Custom Audience

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Create Salesforce Opportunity to Add to Facebook Custom Audience

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Update Salesforce Field

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Close.io Field Change to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience

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New Close.io Event to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Assign Close.io Lead to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Close.io Field to Add Salesforce Task

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Close.io Opportunity Status Change to Add Salesforce Task to Remove From Facebook Custom Audience

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Showing 20 journey ideas for Salesforce, Facebook and Close.io

About the Salesforce integration

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 the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

About the Close.io integration

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 the Salesforce integration, Facebook integration and the Close.io integration.

Journey 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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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).

Journey 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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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, Facebook and Close.io.