Salesforce + GoToWebinar + Close.io integration

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

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

New GoToWebinar Webinar to Create GoToWebinar Registrant to Assign Salesforce Lead

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Salesforce Campaign Trigger to Assign Close.io Lead to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Update Close.io Field to Set Salesforce Campaign Member Status

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New GoToWebinar Webinar to Add Salesforce Task to Create GoToWebinar Registrant

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Salesforce Field Changed to Create GoToWebinar Registrant to Add Salesforce Task

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New GoToWebinar Attendee to Create Salesforce Opportunity to Update Close.io Opportunity Stage

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New GoToWebinar Attendee to Set Salesforce Campaign Member Status to Assign Close.io Lead

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Salesforce Campaign Trigger to Check Salesforce Field to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Create Close.io Opportunity to Assign Salesforce Lead to Group

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Close.io Opportunity Status Change to Set Salesforce Campaign Member Status to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Update Salesforce Field to Assign Close.io Lead

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Close.io Opportunity Status Change to Update Salesforce Field to Create GoToWebinar Registrant

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Salesforce Field Changed to Create Close.io Opportunity to Create GoToWebinar Registrant

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Salesforce Field Changed to Create Salesforce Opportunity to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Assign Close.io Lead to Assign Salesforce Lead to Group

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New GoToWebinar Webinar to Update Close.io Field to Assign Salesforce Lead

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New GoToWebinar Attendee to Add Salesforce Task to Update Close.io Field

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New GoToWebinar Attendee to Assign Salesforce Lead to Group to Create GoToWebinar Registrant

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New GoToWebinar Attendee to Update Close.io Field to Create Salesforce Opportunity

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New GoToWebinar Webinar to Check Close.io Opportunity Status to Assign Salesforce Lead to Group

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Showing 20 journey ideas for Salesforce, GoToWebinar and Close.io

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 GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

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 Salesforce integration, GoToWebinar integration and the Close.io integration.

Journey Triggers

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 meets your criteria (e.g. contains a particular word).
New GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.
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

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 GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your journey.
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 Salesforce, GoToWebinar and Close.io.