Typeform + Intercom + Close.io integration

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

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

Add Intercom Tag to Has Submitted Typeform to Update Close.io Field

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Intercom Tag to Has Submitted Typeform to Update Close.io Field

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Add Intercom Tag to Has Submitted Typeform to Assign Close.io Task

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New Intercom User to Has Submitted Typeform to Assign Close.io Task

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Intercom Tag to Has Submitted Typeform to Assign Close.io Lead

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New Intercom Lead to Has Submitted Typeform to Update Close.io Field

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Add Intercom Tag to Has Submitted Typeform to Create Close.io Opportunity

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Add Intercom Tag to Has Submitted Typeform to Assign Close.io Lead

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New Intercom User to Has Submitted Typeform to Update Close.io Field

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Intercom Tag to Has Submitted Typeform to Update Close.io Opportunity Stage

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New Intercom User to Has Submitted Typeform to Update Close.io Opportunity Stage

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New Intercom User to Has Submitted Typeform to Assign Close.io Lead

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Intercom Tag to Has Submitted Typeform to Create Close.io Opportunity

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Add Intercom Tag to Has Submitted Typeform to Update Close.io Opportunity Stage

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New Intercom Lead to Has Submitted Typeform to Create Close.io Opportunity

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New Intercom Lead to Has Submitted Typeform to Assign Close.io Task

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New Intercom Lead to Has Submitted Typeform to Update Close.io Opportunity Stage

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Intercom Tag to Has Submitted Typeform to Assign Close.io Task

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New Intercom Lead to Has Submitted Typeform to Assign Close.io Lead

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New Intercom User to Has Submitted Typeform to Create Close.io Opportunity

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Showing 20 journey ideas for Typeform, Intercom 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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

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, Intercom integration and the Close.io integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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).

Journey 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, Intercom and Close.io.