Typeform + Trello + Close.io integration
Use Autopilot to create journeys that use the Typeform, Trello and Close.io integrations.
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Marketing Automation ideas to integrate Typeform, Trello and Close.io.
Typeform Submitted to Add Trello Card to Create Close.io Opportunity
Close.io Opportunity Status Change to Has Submitted Typeform to Add Trello Card
Typeform Submitted to Add Trello Card to Update Close.io Opportunity Stage
Typeform Submitted to Update Close.io Field to Add Trello Card
Typeform Submitted to Has Submitted Typeform to Add Trello Card
Typeform Submitted to Assign Close.io Task to Add Trello Card
Close.io Field Change to Has Submitted Typeform to Add Trello Card
Typeform Submitted to Check Close.io Field to Add Trello Card
Typeform Submitted to Add Trello Card to Assign Close.io Task
Typeform Submitted to Check Close.io Opportunity Status to Add Trello Card
Typeform Submitted to Assign Close.io Lead to Add Trello Card
Typeform Submitted to Add Trello Card to Update Close.io Field
Typeform Submitted to Add Trello Card to Assign Close.io Lead
New Close.io Event to Has Submitted Typeform to Add Trello Card
Typeform Submitted to Create Close.io Opportunity to Add Trello Card
Typeform Submitted to Update Close.io Opportunity Stage to Add Trello Card
Showing 16 journey ideas for Typeform, Trello 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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
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, Trello 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
Add Trello Card
Adds a Trello card to a board.
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, Trello and Close.io.
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