Ejection + Close.io + Intercom integration

Use Autopilot to create journeys that use the Ejection, Close.io and Intercom integrations.

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Marketing Automation ideas to integrate Ejection, Close.io and Intercom.

Close.io Field Change to Check Close.io Opportunity Status to Eject from Journey

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New Close.io Event to Update Close.io Opportunity Stage to Eject from Journey

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Close.io Field Change to Update Close.io Field to Eject from Journey

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New Close.io Event to Update Close.io Field to Eject from Journey

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Close.io Field Change to Eject from Journey to Update Close.io Field

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New Intercom User to Create Close.io Opportunity to Eject from Journey

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Intercom Tag to Update Close.io Opportunity Stage to Eject from Journey

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Intercom Tag to Update Close.io Field to Eject from Journey

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Add Intercom Tag to Eject from Journey to Assign Close.io Task

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New Close.io Event to Assign Close.io Lead to Eject from Journey

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New Intercom Lead to Eject from Journey to Update Close.io Field

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Add Intercom Tag to Eject from Journey to Assign Close.io Lead

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Close.io Opportunity Status Change to Update Close.io Opportunity Stage to Eject from Journey

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New Close.io Event to Eject from Journey to Assign Close.io Task

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New Intercom User to Eject from Journey to Update Close.io Field

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Intercom Tag to Eject from Journey to Assign Close.io Lead

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New Intercom Lead to Update Close.io Field to Eject from Journey

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Intercom Tag to Eject from Journey to Update Close.io Field

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Close.io Field Change to Assign Close.io Lead to Eject from Journey

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New Intercom User to Update Close.io Field to Eject from Journey

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Showing 20 journey ideas for Ejection, Close.io and Intercom

About the Ejection integration

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

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.

About the Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Close.io integration and the Intercom integration.

Journey Triggers

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).
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.

Conditions

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

Eject from Journey
Remove a contact from a 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 Ejection, Close.io and Intercom.