Autopilot + Close Integration

Connect Autopilot to Close - Automate your workflows in 1-click

Set up Autopilot automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of Close automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Autopilot & Close using Integrately.
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Ready Workflows For Autopilot + Close Integration

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Autopilot + Close Integration

Create Close opportunity for new Autopilot contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in Autopilot. Just connect your accounts, and every time a new contact is created in Autopilot, a new opportunity will automatically be created in Close.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Autopilot + Close Integration

Create Close contact for new Autopilot contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Close contact and Autopilot contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Autopilot + Close Integration

Create Close task for new Autopilot contact

Close and Autopilot are two powerful cloud-based tools that can be used to improve business productivity. Using this Close - Autopilot integration, you can automatically create task in Close whenever a new contact is created in Autopilot.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Close + Autopilot Integration

Create Autopilot contact for new Close contact

If you're using Close to manage your sales leads, it's important to also use Autopilot to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in Autopilot.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Create Your Own Autopilot & Close Integration Without Any Code

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Autopilot + Close Integration
1.
  • Autopilot
    Contact is added in Autopilot

    Triggers the automation whenever a new contact is added

    Instant
  • Autopilot
    Contact is added to list in Autopilot

    Triggers the automation whenever a contact is added to a list

    Instant
  • Autopilot
    Contact is removed from list in Autopilot

    Triggers the automation whenever a contact is removed from a list

    Instant
  • Autopilot
    Contact is unsubscribed in Autopilot

    Triggers the automation whenever a contact unsubscribes from a mailing list

    Instant
  • Close
    Custom activity is created or updated in Close

    Triggers the automation whenever a custom activity is created or updated

    Instant
  • Close
    Lead Status change is created in Close

    Triggers the automation whenever the status of a lead changes

    Instant
  • Close
    Export is created in Close

    Triggers the automation whenever a new export occurs

    Instant
  • Close
    Membership is activated in Close

    Triggers the automation whenever a membership is activated

    Instant
  • Close
    Email Sequence Subscription created or updated in Close

    Triggers the automation whenever a subscriber is added or updated

    Instant
  • Close
    Lead is created using search query in Close

    Triggers the automation whenever a new lead has been added based on search criteria

  • Close
    Lead is created in Close

    Triggers the automation whenever a new lead is created

    Instant
  • Close
    Contact is created in Close

    Triggers the automation whenever a new contact is created

    Instant
  • Close
    Contact is updated in Close

    Triggers the automation whenever a contact is updated

    Instant
  • Close
    Opportunity status change is created in Close

    Triggers the automation whenever the status of any opportunity changes

    Instant
  • Close
    Opportunity is created in Close

    Triggers the automation whenever any opportunity is updated

    Instant
  • Close
    Email is created in Close

    Triggers the automation whenever a new email is created

    Instant
  • Close
    Call record is updated in Close

    Triggers the automation whenever call details are modified

    Instant
  • Close
    Call record is created in Close

    Triggers the automation whenever a new call record is created

    Instant
  • Close
    Task is created in lead in Close

    Triggers the automation whenever a new task is created for any lead

    Instant
  • Close
    SMS is created in Close

    Triggers the automation whenever a SMS is created

    Instant
  • Close
    Meeting is created in Close

    Triggers the automation whenever a new meeting is scheduled

    Instant
  • Close
    Note is created in Close

    Triggers the automation whenever a new note is created

2.
  • Autopilot
    Create contact in Autopilot

    Automatically adds a new contact to the database

  • Autopilot
    Add contact to list in Autopilot

    Automatically adds a contact to a designated list for easy management

  • Autopilot
    Delete contact in Autopilot

    Automatically removes a contact from the address book

  • Autopilot
    Unsubscribe contact in Autopilot

    Automatically removes contact from mailing list

  • Autopilot
    Create list in Autopilot

    Automatically generates a new list

  • Close
    Update lead in Close

    Automatically updates the lead information

  • Close
    Search lead in Close

    Automatically retrieves information for a particular lead

  • Close
    Create lead in Close

    Automatically generates new leads for potential customers

  • Close
    Update task in Close

    Automatically updates the task

  • Close
    Create task in Close

    Automatically creates a new task

  • Close
    Search task in Close

    Automatically searches for a task

  • Close
    Search opportunity in Close

    Automatically searches for a opportunity

  • Close
    Update opportunity in Close

    Automatically updates the opportunity

  • Close
    Create opportunity in Close

    Automatically creates a new instance of the support system

  • Close
    Search contact in Close

    Automatically finds and retrieves contact information

  • Close
    Create contact in Close

    Automatically adds a new contact to the database

  • Close
    Update contact in Close

    Automatically updates contact information

  • Close
    Create note in Close

    Automatically creates a new note in the particular format

  • Close
    Update note in Close

    Automatically updates a note

  • Close
    Search note in Close

    Automatically searches for a note

  • Close
    Create email in Close

    Automatically adds a new contact to the contact list

  • Close
    Search user in Close

    Automatically searches for a user

  • Close
    Create SMS in Close

    Automatically creates a new SMS

  • Close
    Create custom activity in Close

    Automatically logs a new custom activity

  • Close
    Run activity overview report in Close

    Automatically runs an activity overview report

  • Close
    Delete logged call in Close

    Automatically removes a recorded phone conversation

  • Close
    Create export in Close

    Automatically generates a new data export

  • Close
    Run sent email report in Close

    Automatically runs a sent email report

  • Close
    Subscribe Contact to Email Sequence in Close

    Automatically subscribes a contact to an email sequence

  • Close
    Search custom activity in Close

    Automatically searches for a custom activity

  • Close
    Add address to lead in Close

    Automatically updates lead information with address details

  • Close
    Delete email in Close

    Automatically deletes particular emails from inbox

  • Close
    Merge two leads in Close

    Automatically merges two leads

  • Close
    Create bulk email in Close

    Automatically sends multiple emails to a list of recipients using a pre-set template

  • Close
    Run opportunity report in Close

    Automatically runs an opportunity report

  • Close
    Create smart view in Close

    Automatically creates a new smart view

  • Close
    Run status change report in Close

    Automatically runs a status change report

  • Close
    Toggle Forwarding on Phone Number in Close

    Automatically toggles forwarding on a phone number

  • Close
    Update custom activity in Close

    Automatically updates a particular custom activity with new information

  • Close
    Update smart view in Close

    Automatically updates smart view

  • Close
    Update email sequence subscription in Close

    Automatically updates an email sequence subscription

  • Close
    Delete email address from contact in Close

    Automatically removes an email address from a contact list

  • Close
    Create bulk sequence subscription action in Close

    Automatically subscribes multiple leads to an email sequence in bulk

  • Close
    Search email sequence subscription in Close

    Automatically searches for an email sequence subscription

  • Close
    Search number of Leads in Query in Close

    Automatically searches for the number of leads in a query

  • Close
    Search connected account in Close

    Automatically searches for linked accounts to streamline account management

  • Close
    Get activity by id in Close

    Automatically retrieves a activity details by its ID

  • Close
    Create call in Close

    Automatically initiates a call to the recipient

  • Close
    Update call in Close

    Automatically updates call information

  • Close
    Search call in Close

    Automatically searches for a call

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