Salesforce + Page Visit Tracking + Close.io integration

Use Autopilot to create journeys that use the Salesforce, Page Visit Tracking and Close.io integrations.

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Marketing Automation ideas to integrate Salesforce, Page Visit Tracking and Close.io.

Close.io Opportunity Status Change to Has Visited Page to Assign Salesforce Lead

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Page Visited to Assign Close.io Task to Set Salesforce Campaign Member Status

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Page Visited to Update Close.io Opportunity Stage to Add Salesforce Task

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Close.io Opportunity Status Change to Has Visited Page to Add Salesforce Task

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Page Visited to Check Salesforce Campaign Member Status to Assign Close.io Task

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Page Visited to Update Close.io Field to Assign Salesforce Lead to Group

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Page Visited to Set Salesforce Campaign Member Status to Create Close.io Opportunity

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Page Visited to Create Salesforce Opportunity to Update Close.io Field

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Page Visited to Update Close.io Opportunity Stage to Update Salesforce Field

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Page Visited to Assign Salesforce Lead to Create Close.io Opportunity

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Page Visited to Check Close.io Field to Assign Salesforce Lead to Group

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Page Visited to Create Salesforce Opportunity to Create Close.io Opportunity

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Page Visited to Create Salesforce Opportunity to Assign Close.io Task

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Close.io Field Change to Has Visited Page to Create Salesforce Opportunity

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Page Visited to Update Close.io Field to Set Salesforce Campaign Member Status

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Page Visited to Create Salesforce Opportunity to Assign Close.io Lead

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Page Visited to Assign Close.io Lead to Assign Salesforce Lead to Group

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Close.io Opportunity Status Change to Has Visited Page to Set Salesforce Campaign Member Status

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Page Visited to Assign Salesforce Lead to Group to Update Close.io Field

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Page Visited to Assign Close.io Task to Update Salesforce Field

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Showing 20 journey ideas for Salesforce, Page Visit Tracking 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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

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, Page Visit Tracking 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).
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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, Page Visit Tracking and Close.io.