Typeform + NationBuilder + Close.io integration
Use Autopilot to create journeys that use the Typeform, NationBuilder and Close.io integrations.
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Marketing Automation ideas to integrate Typeform, NationBuilder and Close.io.
Typeform Submitted to Is a NationBuilder Donor? to Create Close.io Opportunity
Added to NationBuilder Nation List to Has Submitted Typeform to Assign Close.io Task
New NationBuilder Donor to Has Submitted Typeform to Update Close.io Opportunity Stage
Typeform Submitted to Is a NationBuilder Donor? to Update Close.io Opportunity Stage
NationBuilder Membership Status to Has Submitted Typeform to Update Close.io Field
New NationBuilder Person Tag to Has Submitted Typeform to Assign Close.io Lead
Typeform Submitted to Is a NationBuilder Donor? to Assign Close.io Task
NationBuilder Membership Status to Has Submitted Typeform to Assign Close.io Task
NationBuilder Membership Status to Has Submitted Typeform to Create Close.io Opportunity
Typeform Submitted to Is a NationBuilder Donor? to Assign Close.io Lead
Added to NationBuilder Nation List to Has Submitted Typeform to Update Close.io Opportunity Stage
New NationBuilder Person Tag to Has Submitted Typeform to Update Close.io Field
Added to NationBuilder Nation List to Has Submitted Typeform to Assign Close.io Lead
New NationBuilder Donor to Has Submitted Typeform to Assign Close.io Lead
Added to NationBuilder Nation List to Has Submitted Typeform to Create Close.io Opportunity
New NationBuilder Donor to Has Submitted Typeform to Update Close.io Field
New NationBuilder Donor to Has Submitted Typeform to Assign Close.io Task
New NationBuilder Donor to Has Submitted Typeform to Create Close.io Opportunity
NationBuilder Membership Status to Has Submitted Typeform to Update Close.io Opportunity Stage
New NationBuilder Person Tag to Has Submitted Typeform to Assign Close.io Task
Showing 20 journey ideas for Typeform, NationBuilder 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 NationBuilder integration
NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.
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, NationBuilder integration and the Close.io integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
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 a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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, NationBuilder and Close.io.
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