Segment + Close.io + Salesforce integration

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

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

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

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Segment Event to Update Salesforce Field to Create Close.io Opportunity

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Segment Event to Check Close.io Opportunity Status to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Check Close.io Opportunity Status to Send Segment Event

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Segment Event to Set Salesforce Campaign Member Status to Assign Close.io Lead

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Close.io Field Change to Send Segment Event to Assign Close.io Task

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New Close.io Event to Send Segment Event to Assign Close.io Task

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Segment Event to Add Salesforce Task to Update Close.io Opportunity Stage

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Salesforce Campaign Trigger to Assign Close.io Lead to Send Segment Event

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

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Close.io Field Change to Check Salesforce Field to Send Segment Event

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Close.io Field Change to Send Segment Event to Add Salesforce Task

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New Close.io Event to Update Close.io Opportunity Stage to Send Segment Event

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Close.io Field Change to Assign Close.io Task to Send Segment Event

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Close.io Field Change to Send Segment Event to Set Salesforce Campaign Member Status

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Segment Event to Update Close.io Opportunity Stage to Assign Salesforce Lead to Group

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Segment Event to Assign Close.io Task to Assign Salesforce Lead to Group

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Close.io Opportunity Status Change to Send Segment Event to Set Salesforce Campaign Member Status

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Close.io Opportunity Status Change to Send Segment Event to Update Salesforce Field

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

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

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.

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 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.

Create your own marketing automation journey

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

Journey 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).
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).

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).
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.

Journey 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.
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.

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, Close.io and Salesforce.