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.

New NationBuilder Person Tag to Has Submitted Typeform to Update Close.io Opportunity Stage

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NationBuilder Membership Status to Has Submitted Typeform to Assign Close.io Task

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Typeform Submitted to Is a NationBuilder Donor? to Create Close.io Opportunity

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New NationBuilder Person Tag to Has Submitted Typeform to Update Close.io Field

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NationBuilder Membership Status to Has Submitted Typeform to Assign Close.io Lead

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Typeform Submitted to Is a NationBuilder Donor? to Assign Close.io Task

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New NationBuilder Person Tag to Has Submitted Typeform to Assign Close.io Task

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New NationBuilder Donor to Has Submitted Typeform to Assign Close.io Task

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Added to NationBuilder Nation List to Has Submitted Typeform to Update Close.io Field

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NationBuilder Membership Status to Has Submitted Typeform to Create Close.io Opportunity

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New NationBuilder Donor to Has Submitted Typeform to Update Close.io Opportunity Stage

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New NationBuilder Donor to Has Submitted Typeform to Create Close.io Opportunity

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New NationBuilder Donor to Has Submitted Typeform to Update Close.io Field

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Added to NationBuilder Nation List to Has Submitted Typeform to Update Close.io Opportunity Stage

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NationBuilder Membership Status to Has Submitted Typeform to Update Close.io Field

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Added to NationBuilder Nation List to Has Submitted Typeform to Assign Close.io Task

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New NationBuilder Donor to Has Submitted Typeform to Assign Close.io Lead

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Typeform Submitted to Is a NationBuilder Donor? to Assign Close.io Lead

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NationBuilder Membership Status to Has Submitted Typeform to Update Close.io Opportunity Stage

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Typeform Submitted to Is a NationBuilder Donor? to Update Close.io Opportunity Stage

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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.