Wufoo + Lob + Close.io integration

Use Autopilot to create journeys that use the Wufoo, Lob and Close.io integrations.

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Marketing Automation ideas to integrate Wufoo, Lob and Close.io.

New Wufoo Form Submitted to Check Close.io Field to Mail Lob Postcard

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Close.io Field Change to Has Submitted Wufoo Form to Mail Lob Postcard

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New Close.io Event to Has Submitted Wufoo Form to Mail Lob Postcard

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New Wufoo Form Submitted to Update Close.io Opportunity Stage to Mail Lob Postcard

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Close.io Opportunity Status Change to Has Submitted Wufoo Form to Mail Lob Postcard

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New Wufoo Form Submitted to Mail Lob Postcard to Create Close.io Opportunity

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New Wufoo Form Submitted to Mail Lob Postcard to Assign Close.io Task

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New Wufoo Form Submitted to Create Close.io Opportunity to Mail Lob Postcard

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New Wufoo Form Submitted to Check Close.io Opportunity Status to Mail Lob Postcard

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New Wufoo Form Submitted to Assign Close.io Task to Mail Lob Postcard

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New Wufoo Form Submitted to Has Submitted Wufoo Form to Mail Lob Postcard

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New Wufoo Form Submitted to Update Close.io Field to Mail Lob Postcard

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New Wufoo Form Submitted to Mail Lob Postcard to Assign Close.io Lead

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New Wufoo Form Submitted to Assign Close.io Lead to Mail Lob Postcard

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New Wufoo Form Submitted to Mail Lob Postcard to Update Close.io Field

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New Wufoo Form Submitted to Mail Lob Postcard to Update Close.io Opportunity Stage

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Showing 16 journey ideas for Wufoo, Lob and Close.io

About the Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.

About the Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

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 Wufoo integration, Lob integration and the Close.io integration.

Journey Triggers

New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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 Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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

Mail Lob Postcard
Send a contact a personalized, physical postcard.
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 Wufoo, Lob and Close.io.