Salesforce + Meetup + Close.io integration

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

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

New Meetup Group Member to Assign Salesforce Lead to Update Close.io Field

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New Meetup Group Member to Create Close.io Opportunity to Create Salesforce Opportunity

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New Meetup RSVP to Assign Salesforce Lead to Group to Create Close.io Opportunity

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New Meetup Group Member to Check Salesforce Field to Create Close.io Opportunity

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New Meetup RSVP to Assign Salesforce Lead to Group to Update Close.io Field

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New Meetup RSVP to Update Close.io Field to Add Salesforce Task

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New Meetup RSVP to Create Close.io Opportunity to Add Salesforce Task

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New Meetup RSVP to Assign Close.io Lead to Create Salesforce Opportunity

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New Meetup Group Member to Check Salesforce Field to Update Close.io Field

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New Meetup Group Member to Create Salesforce Opportunity to Update Close.io Field

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New Meetup RSVP to Assign Salesforce Lead to Group to Update Close.io Opportunity Stage

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New Meetup Group Member to Check Close.io Field to Add Salesforce Task

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New Meetup RSVP to Update Close.io Field to Assign Salesforce Lead

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New Meetup RSVP to Assign Salesforce Lead to Update Close.io Field

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New Meetup Group Member to Update Close.io Opportunity Stage to Update Salesforce Field

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New Meetup RSVP to Update Close.io Opportunity Stage to Create Salesforce Opportunity

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New Meetup RSVP to Set Salesforce Campaign Member Status to Update Close.io Opportunity Stage

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New Meetup Group Member to Assign Salesforce Lead to Group to Update Close.io Opportunity Stage

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New Meetup RSVP to Update Close.io Field to Update Salesforce Field

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New Meetup Group Member to Assign Close.io Task to Add Salesforce Task

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Showing 20 journey ideas for Salesforce, Meetup 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 Meetup integration

Discover local Meetups for all the things you love or create your own Meetup, and draw from a community of millions.

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, Meetup 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 Meetup Group Member
Triggers when a new member joins an existing Meetup group.
New Meetup RSVP
Triggers when there is a new RSVP made for a Meetup event.
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 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, Meetup and Close.io.