Smart Segments + Close.io Integration

Use Autopilot to automate and integrate Smart Segments and Close.io.

Upcoming

Marketing Automation ideas to integrate Smart Segments and Close.io

Smart Segment Trigger to Create Close.io Opportunity to Send Push Notification

Try this free

Smart Segment Trigger to Check Close.io Opportunity Status to Send Slack Message

Try this free

Smart Segment Trigger to Create Close.io Opportunity

Try this free

Smart Segment Trigger to Assign Close.io Lead to Add Delay

Try this free

Smart Segment Trigger to Assign Close.io Lead to Update HubSpot Contact Field

Try this free

Smart Segment Trigger to Assign Close.io Task

Try this free

Smart Segment Trigger to Is on List or Segment to Update Close.io Opportunity Stage

Try this free

Smart Segment Trigger to Assign Close.io Lead

Try this free

Smart Segment Trigger to Assign Close.io Lead

Try this free

Smart Segment Trigger to Send Slack Message to Update Close.io Opportunity Stage

Try this free

Smart Segment Trigger to Check Close.io Opportunity Status to Add Salesforce Task

Try this free

Smart Segment Trigger to Create Close.io Opportunity to Add Delay

Try this free

Smart Segment Trigger to Check Pipedrive Deal Field to Create Close.io Opportunity

Try this free

Smart Segment Trigger to Update Close.io Opportunity Stage to Add Delay

Try this free

Smart Segment Trigger to Send Push Notification

Try this free

Smart Segment Trigger to Create Close.io Opportunity

Try this free

Smart Segment Trigger to Update Close.io Field

Try this free

Smart Segment Trigger to Create Close.io Opportunity

Try this free

Smart Segment Trigger to Update Field

Try this free

Smart Segment Trigger to Assign Close.io Task

Try this free

Showing 20 of 372 Marketing Automation ideas using Autopilot's Smart Segments and Close.io integration.

About Smart Segments

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

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 Smart Segments integration.

Triggers

Smart Segment Trigger
Add contacts on a smart segment to a journey.
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 Smart Segments and Close.io.