Ejection + Close.io + Timers integration
Use Autopilot to create journeys that use the Ejection, Close.io and Timers integrations.
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Marketing Automation ideas to integrate Ejection, Close.io and Timers.
Close.io Field Change to Update Close.io Field to Eject from Journey
Close.io Field Change to Create Close.io Opportunity to Eject from Journey
Close.io Field Change to Check Close.io Field to Eject from Journey
New Close.io Event to Eject from Journey to Add Delay
Close.io Field Change to Eject from Journey to Assign Close.io Task
Time Trigger to Eject from Journey to Update Close.io Field
Close.io Field Change to Eject from Journey to Create Close.io Opportunity
New Close.io Event to Check Close.io Field to Eject from Journey
Close.io Opportunity Status Change to Update Close.io Field to Eject from Journey
Close.io Field Change to Add Delay to Eject from Journey
New Close.io Event to Assign Close.io Task to Eject from Journey
Time Trigger to Eject from Journey to Assign Close.io Lead
Close.io Opportunity Status Change to Create Close.io Opportunity to Eject from Journey
New Close.io Event to Eject from Journey to Update Close.io Opportunity Stage
Time Trigger to Assign Close.io Lead to Eject from Journey
Close.io Field Change to Eject from Journey to Assign Close.io Lead
Close.io Opportunity Status Change to Eject from Journey to Update Close.io Field
Time Trigger to Assign Close.io Task to Eject from Journey
New Close.io Event to Update Close.io Opportunity Stage to Eject from Journey
Time Trigger to Eject from Journey to Assign Close.io Task
Showing 20 journey ideas for Ejection, Close.io and Timers
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 Timers integration
Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Ejection integration, Close.io integration and the Timers 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).
Time Trigger
Add contacts on a list to a journey at a particular date and time.
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.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
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 Timers.
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