Segment + Close.io Integration

Use Autopilot to automate and integrate Segment and Close.io.

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Marketing Automation ideas to integrate Segment and Close.io

Segment Event to Assign Close.io Lead

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Close.io Field Change to Send Segment Event

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Segment Event to Create Salesforce Opportunity

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Field Changed to Assign Close.io Lead to Send Segment Event

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Close.io Opportunity Status Change to Update Close.io Opportunity Stage to Send Segment Event

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Segment Event to Assign Close.io Task

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Person Field Changed to Update Close.io Field

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Form Submitted to Check Close.io Opportunity Status to Send Segment Event

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Segment Event to Assign Close.io Task to Create Salesforce Opportunity

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Close.io Field Change to Has Submitted Typeform to Send Segment Event

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Close.io Field Change to Send Segment Event

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Segment Event to Update Close.io Field to Update Pipedrive Deal Stage

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Segment Event to Assign Close.io Lead

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Segment Event to Update Pipedrive Person Field to Create Close.io Opportunity

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Close.io Field Change to Send Segment Event

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New Close.io Event to Update Close.io Field to Send Segment Event

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Close.io Opportunity Status Change to Send Segment Event to Assign Close.io Lead

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Removed From List to Send Segment Event

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Removed From List to Assign Close.io Lead

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Person Field Changed to Send Segment Event to Assign Close.io Task

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Showing 20 of 823 Marketing Automation ideas using Autopilot's Segment and Close.io integration.

About Segment

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

About Close.io

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 Segment integration.

Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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 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).

Actions

Send Segment Event
Send a contextual Segment Event.
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 Segment and Close.io.