Ejection + Close.io + Zendesk integration

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

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

New Close.io Event 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 Field

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

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

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

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Submits New Zendesk Ticket to Eject from Journey to Create Close.io Opportunity

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Submits New Zendesk Ticket 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 Field

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

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

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Close.io Opportunity Status Change to Eject from Journey to Submit New Zendesk Ticket

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

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Close.io Field Change to Zendesk Ticket Status to Eject from Journey

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

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Submits New Zendesk Ticket to Eject from Journey to Update Close.io Opportunity Stage

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

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

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Ejection integration, Close.io integration and the Zendesk 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).
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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).
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.