Segment + Facebook + Close.io integration

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

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

Segment Event to Remove From Facebook Custom Audience to Create Close.io Opportunity

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Facebook Lead Ad Submitted to Send Segment Event to Update Close.io Opportunity Stage

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New Close.io Event to Send Segment Event to Add to Facebook Custom Audience

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Segment Event to Update Close.io Opportunity Stage to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Send Segment Event to Assign Close.io Task

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Segment Event to Has Submitted Facebook Lead Ad to Assign Close.io Task

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Segment Event to Add to Facebook Custom Audience to Update Close.io Field

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Close.io Field Change to Add to Facebook Custom Audience to Send Segment Event

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Facebook Lead Ad Submitted to Send Segment Event to Remove From Facebook Custom Audience

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Segment Event to Assign Close.io Task to Add to Facebook Custom Audience

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Close.io Field Change to Send Segment Event to Remove From Facebook Custom Audience

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Segment Event to Remove From Facebook Custom Audience to Send Segment Event

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Segment Event to Check Close.io Opportunity Status to Add to Facebook Custom Audience

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New Close.io Event to Has Submitted Facebook Lead Ad to Send Segment Event

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Segment Event to Send Segment Event to Remove From Facebook Custom Audience

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Segment Event to Remove From Facebook Custom Audience to Assign Close.io Lead

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Segment Event to Has Submitted Facebook Lead Ad to Assign Close.io Lead

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Close.io Opportunity Status Change to Send Segment Event to Add to Facebook Custom Audience

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Close.io Field Change to Remove From Facebook Custom Audience to Send Segment Event

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Segment Event to Remove From Facebook Custom Audience to Update Close.io Field

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

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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

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

Send Segment Event
Send a contextual Segment Event.
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 Segment, Facebook and Close.io.