Typeform + Close.io Integration
Use Autopilot to automate and integrate Typeform and Close.io.
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Marketing Automation ideas to integrate Typeform and Close.io
Typeform Submitted to Update Close.io Opportunity Stage to Set Salesforce Campaign Member Status
Typeform Submitted to Assign Close.io Lead to Set Salesforce Campaign Member Status
Typeform Submitted to Has Submitted Facebook Lead Ad to Update Close.io Field
New Close.io Event to Has Submitted Typeform to Assign Close.io Task
Typeform Submitted to Has Submitted Typeform to Assign Close.io Lead
Typeform Submitted to Update Close.io Opportunity Stage
Typeform Submitted to Has Submitted Typeform to Assign Close.io Task
Typeform Submitted to Update Close.io Opportunity Stage
Typeform Submitted to Set Salesforce Campaign Member Status
Smart Segment Trigger to Update Close.io Opportunity Stage
Close.io Field Change to Set Salesforce Campaign Member Status
Typeform Submitted to Assign Close.io Task
Typeform Submitted to Update Close.io Field
Typeform Submitted to Create Close.io Opportunity
Typeform Submitted to Update Close.io Opportunity Stage
Person Field Changed to Has Submitted Typeform to Update Close.io Field
Salesforce Campaign Trigger to Has Submitted Typeform to Update Close.io Field
Close.io Opportunity Status Change to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Check Close.io Opportunity Status to Create Salesforce Opportunity
Salesforce Campaign Trigger to Has Submitted Typeform to Update Close.io Opportunity Stage
Showing 20 of 592 Marketing Automation ideas using Autopilot's Typeform and Close.io integration.
About Typeform
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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 Typeform integration.
Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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 Typeform
Check if a contact has previously submitted a specific Typeform.
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 Typeform and Close.io.
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