Facebook + Close.io + Drift integration

Use Autopilot to create journeys that use the Facebook, Close.io and Drift integrations.

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Marketing Automation ideas to integrate Facebook, Close.io and Drift.

Close.io Field Change to Update Close.io Opportunity Stage to Remove From Facebook Custom Audience

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New Drift Contact to Remove From Facebook Custom Audience to Update Close.io Opportunity Stage

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Drift Goal Reached to Has Submitted Facebook Lead Ad to Assign Close.io Task

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New Close.io Event to Assign Close.io Task to Remove From Facebook Custom Audience

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Close.io Opportunity Status Change to Update Close.io Field to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Create Close.io Opportunity

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New Drift Contact to Add to Facebook Custom Audience to Update Close.io Opportunity Stage

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New Close.io Event to Has Submitted Facebook Lead Ad to Assign Close.io Lead

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Drift Goal Reached to Remove From Facebook Custom Audience to Assign Close.io Lead

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New Drift Contact to Remove From Facebook Custom Audience to Assign Close.io Lead

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Drift Goal Reached to Has Submitted Facebook Lead Ad to Create Close.io Opportunity

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Drift Goal Reached to Update Close.io Opportunity Stage to Add to Facebook Custom Audience

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New Close.io Event to Add to Facebook Custom Audience to Update Close.io Field

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Close.io Field Change to Assign Close.io Lead to Add to Facebook Custom Audience

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Drift Goal Reached to Add to Facebook Custom Audience to Assign Close.io Task

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Drift Goal Reached to Add to Facebook Custom Audience to Assign Close.io Lead

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Close.io Opportunity Status Change to Create Close.io Opportunity to Add to Facebook Custom Audience

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New Close.io Event to Assign Close.io Task to Add to Facebook Custom Audience

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Close.io Opportunity Status Change to Check Close.io Opportunity Status to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Check Close.io Field to Remove From Facebook Custom Audience

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Showing 20 journey ideas for Facebook, Close.io and Drift

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, 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.

About the Drift integration

Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Close.io integration and the Drift integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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).
New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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 Facebook, Close.io and Drift.