Timers + Hubspot CRM + Close.io integration

Use Autopilot to create journeys that use the Timers, Hubspot CRM and Close.io integrations.

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Marketing Automation ideas to integrate Timers, Hubspot CRM and Close.io.

HubSpot CRM Deal Stage Match to Update Close.io Opportunity Stage to Add Delay

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Time Trigger to Update Close.io Opportunity Stage to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Assign Close.io Lead to Add Delay

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HubSpot CRM Contact Field Match to Create Close.io Opportunity to Add Delay

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Time Trigger to Update HubSpot Contact Field to Assign Close.io Lead

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Time Trigger to Update HubSpot CRM Deal Stage to Update Close.io Opportunity Stage

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Time Trigger to Check Close.io Field to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Add Delay

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Close.io Opportunity Status Change to Add Delay to Add HubSpot CRM Deal

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Close.io Field Change to Add HubSpot CRM Deal to Add Delay

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New Close.io Event to Update HubSpot CRM Deal Stage to Add Delay

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New Close.io Event to Add Delay to Update HubSpot CRM Deal Stage

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Time Trigger to Update HubSpot Contact Field to Create Close.io Opportunity

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HubSpot CRM Contact Field Match to Assign Close.io Lead to Add Delay

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Close.io Field Change to Update HubSpot Contact Field to Add Delay

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Time Trigger to Create Close.io Opportunity to Update HubSpot Contact Field

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Close.io Field Change to Add Delay to Update HubSpot Contact Field

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New HubSpot CRM Contact to Update HubSpot Contact Field to Add Delay

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Close.io Opportunity Status Change to Add HubSpot CRM Deal to Add Delay

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Add Delay

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Showing 20 journey ideas for Timers, Hubspot CRM and Close.io

About the Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

About the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

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 Timers integration, Hubspot CRM integration and the Close.io integration.

Journey Triggers

Time Trigger
Add contacts on a list to a journey at a particular date and time.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
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

Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Timers, Hubspot CRM and Close.io.