Wordpress + Close.io + Email integration

Use Autopilot to create journeys that use the Wordpress, Close.io and Email integrations.

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Marketing Automation ideas to integrate Wordpress, Close.io and Email.

New Wordpress Post to Send Email to Assign Close.io Lead

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New Wordpress Post to Check Close.io Field to Send Email

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New Wordpress Post to Assign Close.io Lead to Send Email

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New Wordpress Post to Check Email Status to Assign Close.io Task

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New Wordpress Post to Send Email to Update Close.io Field

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New Wordpress Post to Send Email to Assign Close.io Task

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New Wordpress Post to Check Email Status to Create Close.io Opportunity

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New Wordpress Post to Update Close.io Opportunity Stage to Send Email

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New Wordpress Post to Send Email to Create Close.io Opportunity

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New Wordpress Post to Create Close.io Opportunity to Send Email

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New Wordpress Post to Check Email Status to Update Close.io Field

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New Wordpress Post to Check Email Status to Update Close.io Opportunity Stage

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New Wordpress Post to Check Email Status to Assign Close.io Lead

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New Wordpress Post to Send Email to Update Close.io Opportunity Stage

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New Wordpress Post to Assign Close.io Task to Send Email

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New Wordpress Post to Update Close.io Field to Send Email

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New Wordpress Post to Check Close.io Opportunity Status to Send Email

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Showing 17 journey ideas for Wordpress, Close.io and Email

About the Wordpress integration

Every website starts with an idea. WordPress.com provides the design, features, and support to bring it to life. Choose your theme, pick a domain, select a plan, and start building your future.

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.

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Wordpress integration, Close.io integration and the Email integration.

Journey Triggers

New Wordpress Post
Add contacts that are subscribed to your blog to the journey when a new post is published.
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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

Conditions

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).
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Wordpress, Close.io and Email.