Typeform + Salesforce + Close.io integration

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

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

Typeform Submitted to Check Salesforce Field to Update Close.io Opportunity Stage

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Salesforce Field Changed to Has Submitted Typeform to Update Close.io Field

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Typeform Submitted to Assign Close.io Lead to Assign Salesforce Lead to Group

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New Close.io Event to Has Submitted Typeform to Add Salesforce Task

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Close.io Field Change to Has Submitted Typeform to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Submitted Typeform to Assign Close.io Task

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Typeform Submitted to Create Salesforce Opportunity to Assign Close.io Task

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Typeform Submitted to Check Salesforce Field to Update Close.io Field

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Typeform Submitted to Create Close.io Opportunity to Assign Salesforce Lead to Group

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Typeform Submitted to Check Close.io Opportunity Status to Assign Salesforce Lead

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Typeform Submitted to Update Salesforce Field to Update Close.io Opportunity Stage

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New Close.io Event to Has Submitted Typeform to Assign Salesforce Lead to Group

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Typeform Submitted to Assign Close.io Task to Create Salesforce Opportunity

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Typeform Submitted to Check Close.io Field to Add Salesforce Task

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Typeform Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Typeform Submitted to Assign Salesforce Lead to Assign Close.io Task

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Salesforce Field Changed to Has Submitted Typeform to Update Close.io Opportunity Stage

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Typeform Submitted to Check Salesforce Campaign Member Status to Assign Close.io Lead

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Typeform Submitted to Assign Close.io Lead to Assign Salesforce Lead

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Close.io Field Change to Has Submitted Typeform to Assign Salesforce Lead

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Showing 20 journey ideas for Typeform, Salesforce 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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status 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, Salesforce integration and the Close.io integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).
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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
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 Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
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, Salesforce and Close.io.