Ejection + Close.io + Segment integration

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

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

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

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

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

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

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

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

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New Close.io Event to Eject from Journey to Send Segment Event

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Close.io Field Change to Assign Close.io Task 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 Opportunity Status Change to Eject from Journey to Create Close.io Opportunity

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Close.io Opportunity Status Change to Eject from Journey to Send Segment Event

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

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

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

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

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Close.io Field Change to Eject from Journey to Send Segment Event

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

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

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

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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Close.io integration and the Segment 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).
Segment Event
Add a contact to a journey when they perform a Segment event.

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.
Send Segment Event
Send a contextual Segment Event.

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 Segment.