Typeform + Lead Scoring + Close.io integration

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

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Marketing Automation ideas to integrate Typeform, Lead Scoring and Close.io.

Typeform Submitted to Change Score to Assign Close.io Task

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Close.io Opportunity Status Change to Has Submitted Typeform to Change Score

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Typeform Submitted to Change Score to Update Close.io Field

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Typeform Submitted to Assign Close.io Lead to Change Score

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Typeform Submitted to Change Score to Assign Close.io Lead

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Typeform Submitted to Has Submitted Typeform to Change Score

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Typeform Submitted to Assign Close.io Task to Change Score

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Typeform Submitted to Update Close.io Opportunity Stage to Change Score

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Typeform Submitted to Change Score to Create Close.io Opportunity

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Typeform Submitted to Check Close.io Field to Change Score

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New Close.io Event to Has Submitted Typeform to Change Score

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Close.io Field Change to Has Submitted Typeform to Change Score

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Typeform Submitted to Create Close.io Opportunity to Change Score

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Typeform Submitted to Check Close.io Opportunity Status to Change Score

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Typeform Submitted to Update Close.io Field to Change Score

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Typeform Submitted to Change Score to Update Close.io Opportunity Stage

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Showing 16 journey ideas for Typeform, Lead Scoring 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 Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

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, Lead Scoring integration and the Close.io integration.

Journey 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).

Journey Actions

Change Score
Increases or decrease a number field by a specific amount.
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, Lead Scoring and Close.io.