Typeform + Lists + Close.io integration

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

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

Typeform Submitted to Remove From List to Update Close.io Opportunity Stage

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Typeform Submitted to Add to List to Update Close.io Field

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List Trigger to Has Submitted Typeform to Create Close.io Opportunity

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Typeform Submitted to Check Close.io Opportunity Status to Remove From List

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Typeform Submitted to Is on List or Segment to Assign Close.io Lead

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Typeform Submitted to Check Lead Status to Update Close.io Field

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Typeform Submitted to Check Close.io Field to Add to List

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Typeform Submitted to Assign Close.io Lead to Add to List

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Removed From List to Has Submitted Typeform to Remove From List

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Removed From List to Has Submitted Typeform to Assign Close.io Lead

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Removed From List to Has Submitted Typeform to Update Close.io Opportunity Stage

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Typeform Submitted to Check Close.io Field to Remove From List

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Typeform Submitted to Update Close.io Opportunity Stage to Remove From List

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List Trigger to Has Submitted Typeform to Add to List

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Typeform Submitted to Assign Close.io Lead to Remove From List

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Removed From List to Has Submitted Typeform to Add to List

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Typeform Submitted to Update Close.io Opportunity Stage to Add to List

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Typeform Submitted to Update Close.io Field to Remove From List

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Removed From List to Has Submitted Typeform to Assign Close.io Task

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Removed From List to Has Submitted Typeform to Create Close.io Opportunity

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Showing 20 journey ideas for Typeform, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists integration and the Close.io integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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 to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Close.io.