Segment + Close.io + Trello integration

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

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

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

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

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

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

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Segment Event to Add Trello Card to Assign Close.io Lead

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

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

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Segment Event to Assign Close.io Lead to Add Trello Card

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

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

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Close.io Field Change to Send Segment Event to Create Close.io Opportunity

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

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

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

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Close.io Opportunity Status Change to Send Segment Event to Add Trello Card

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

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Segment Event to Update Close.io Opportunity Stage to Add Trello Card

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

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

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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

Create your own marketing automation journey

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

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

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.
Add Trello Card
Adds a Trello card to a board.

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 Trello.