Salesforce + NationBuilder + Close.io integration

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

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

NationBuilder Membership Status to Check Salesforce Campaign Member Status to Assign Close.io Lead

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Close.io Field Change to Is a NationBuilder Donor? to Update Salesforce Field

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New NationBuilder Donor to Assign Salesforce Lead to Create Close.io Opportunity

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New NationBuilder Donor to Is a NationBuilder Donor? to Set Salesforce Campaign Member Status

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New NationBuilder Person Tag to Check Close.io Field to Add Salesforce Task

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Added to NationBuilder Nation List to Is a NationBuilder Donor? to Update Salesforce Field

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New NationBuilder Donor to Update Close.io Opportunity Stage to Update Salesforce Field

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New NationBuilder Donor to Check Close.io Opportunity Status to Update Salesforce Field

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New NationBuilder Donor to Update Close.io Opportunity Stage to Create Salesforce Opportunity

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Added to NationBuilder Nation List to Assign Close.io Task to Assign Salesforce Lead to Group

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New NationBuilder Person Tag to Assign Close.io Task to Assign Salesforce Lead to Group

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NationBuilder Membership Status to Set Salesforce Campaign Member Status to Update Close.io Field

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New NationBuilder Donor to Update Close.io Field to Add Salesforce Task

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New NationBuilder Person Tag to Assign Salesforce Lead to Group to Create Close.io Opportunity

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NationBuilder Membership Status to Assign Salesforce Lead to Assign Close.io Task

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New NationBuilder Donor to Check Close.io Field to Assign Salesforce Lead

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NationBuilder Membership Status to Update Close.io Field to Set Salesforce Campaign Member Status

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Added to NationBuilder Nation List to Create Close.io Opportunity to Set Salesforce Campaign Member Status

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New NationBuilder Donor to Update Close.io Field to Create Salesforce Opportunity

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New NationBuilder Person Tag to Check Salesforce Field to Update Close.io Field

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Showing 20 journey ideas for Salesforce, NationBuilder 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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

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, NationBuilder 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 NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
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.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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, NationBuilder and Close.io.