Ejection + Close.io + LiveChat integration

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

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

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

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

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New Close.io Event to Create Close.io Opportunity to Eject from Journey

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

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

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

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

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Close.io Opportunity Status Change to Assign Close.io Lead to Eject from Journey

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LiveChat Tag to Check Close.io Opportunity Status to Eject from Journey

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

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

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LiveChat Tag to Create Close.io Opportunity to Eject from Journey

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

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Close.io Opportunity Status Change to Eject from Journey to Create Close.io Opportunity

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

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

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Close.io Opportunity Status Change to Create Close.io Opportunity to Eject from Journey

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

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

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Close.io Opportunity Status Change to Eject from Journey to Assign Close.io Lead

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

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 LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Close.io integration and the LiveChat 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).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

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 LiveChat.