Typeform + Freshdesk + Close.io integration

Use Autopilot to create journeys that use the Typeform, Freshdesk and Close.io integrations.

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Marketing Automation ideas to integrate Typeform, Freshdesk and Close.io.

Freshdesk Ticket Updated to Has Submitted Typeform to Assign Close.io Lead

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Typeform Submitted to Update Close.io Field to Freshdesk Update Ticket

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Typeform Submitted to Check Close.io Field to Freshdesk Update Ticket

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New Freshdesk Ticket to Has Submitted Typeform to Update Close.io Field

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Freshdesk Contact Updated to Has Submitted Typeform to Assign Close.io Lead

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Freshdesk Ticket Updated to Has Submitted Typeform to Freshdesk Update Ticket

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Freshdesk New Contact to Has Submitted Typeform to Assign Close.io Task

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Freshdesk Contact Updated to Has Submitted Typeform to Freshdesk Update Ticket

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New Freshdesk Ticket to Has Submitted Typeform to Create Close.io Opportunity

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Freshdesk Contact Updated to Has Submitted Typeform to Assign Close.io Task

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Typeform Submitted to Freshdesk Ticket Status to Create Close.io Opportunity

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Typeform Submitted to Update Close.io Opportunity Stage to Freshdesk Update Ticket

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Create New Freshdesk Ticket to Has Submitted Typeform to Update Close.io Field

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New Freshdesk Ticket to Has Submitted Typeform to Assign Close.io Lead

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Typeform Submitted to Freshdesk Ticket Status to Assign Close.io Task

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Freshdesk New Contact to Has Submitted Typeform to Create Close.io Opportunity

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Freshdesk Ticket Updated to Has Submitted Typeform to Create Close.io Opportunity

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Freshdesk New Contact to Has Submitted Typeform to Update Close.io Field

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Close.io Opportunity Status Change to Has Submitted Typeform to Freshdesk Update Ticket

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Typeform Submitted to Freshdesk Update Ticket to Update Close.io Field

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Showing 20 journey ideas for Typeform, Freshdesk and Close.io

About the Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

About the Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

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 Typeform integration, Freshdesk integration and the Close.io integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
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

Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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, Freshdesk and Close.io.