Salesforce + OneSignal + Close.io integration

Use Autopilot to create journeys that use the Salesforce, OneSignal and Close.io integrations.

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Marketing Automation ideas to integrate Salesforce, OneSignal and Close.io.

Salesforce Field Changed to Send Push Notification to Create Close.io Opportunity

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New Close.io Event to Assign Salesforce Lead to Group to Send Push Notification

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Salesforce Field Changed to Assign Salesforce Lead to Send Push Notification

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Salesforce Campaign Trigger to Send Push Notification to Create Close.io Opportunity

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Salesforce Campaign Trigger to Send Push Notification to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Check Close.io Opportunity Status to Send Push Notification

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Salesforce Campaign Trigger to Update Close.io Field to Send Push Notification

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Salesforce Field Changed to Send Push Notification to Update Close.io Field

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Salesforce Field Changed to Assign Salesforce Lead to Group to Send Push Notification

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Salesforce Campaign Trigger to Assign Close.io Task to Send Push Notification

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Salesforce Field Changed to Send Push Notification to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Push Notification

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Salesforce Campaign Trigger to Send Push Notification to Update Close.io Opportunity Stage

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Close.io Opportunity Status Change to Check Salesforce Field to Send Push Notification

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New Close.io Event to Assign Salesforce Lead to Send Push Notification

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Close.io Opportunity Status Change to Create Salesforce Opportunity to Send Push Notification

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Close.io Field Change to Check Salesforce Field to Send Push Notification

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Salesforce Field Changed to Send Push Notification to Assign Salesforce Lead to Group

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Close.io Field Change to Send Push Notification to Assign Salesforce Lead

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Salesforce Field Changed to Send Push Notification to Update Salesforce Field

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Showing 20 journey ideas for Salesforce, OneSignal and Close.io

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the OneSignal integration

Create a multi-channel customer journey with personalized push notifications. This integrates makes it incredibly easy to incorporate both mobile push notifications and web push notifications into your customer journeys. Engage users of your application at just the right time, with the right message, by using this powerful integration with OneSignal.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, OneSignal integration and the Close.io integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
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).

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
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

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Push Notification
Send a contact a personalized mobile or web push notification.
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 Salesforce, OneSignal and Close.io.