Typeform + Lob + Close.io integration

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

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

Typeform Submitted to Mail Lob Postcard to Assign Close.io Lead

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Typeform Submitted to Check Close.io Field to Mail Lob Postcard

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Typeform Submitted to Has Submitted Typeform to Mail Lob Postcard

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Typeform Submitted to Update Close.io Opportunity Stage to Mail Lob Postcard

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Close.io Field Change to Has Submitted Typeform to Mail Lob Postcard

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Typeform Submitted to Mail Lob Postcard to Assign Close.io Task

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Typeform Submitted to Assign Close.io Task to Mail Lob Postcard

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Close.io Opportunity Status Change to Has Submitted Typeform to Mail Lob Postcard

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Typeform Submitted to Mail Lob Postcard to Update Close.io Opportunity Stage

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New Close.io Event to Has Submitted Typeform to Mail Lob Postcard

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Typeform Submitted to Create Close.io Opportunity to Mail Lob Postcard

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Typeform Submitted to Assign Close.io Lead to Mail Lob Postcard

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Typeform Submitted to Mail Lob Postcard to Create Close.io Opportunity

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Typeform Submitted to Mail Lob Postcard to Update Close.io Field

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Typeform Submitted to Check Close.io Opportunity Status to Mail Lob Postcard

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Typeform Submitted to Update Close.io Field to Mail Lob Postcard

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Showing 16 journey ideas for Typeform, Lob 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 Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

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, Lob 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

Mail Lob Postcard
Send a contact a personalized, physical postcard.
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, Lob and Close.io.