Segment + Forms + Close.io integration
Use Autopilot to create journeys that use the Segment, Forms and Close.io integrations.
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Marketing Automation ideas to integrate Segment, Forms and Close.io.
Form Submitted to Update Close.io Field to Send Segment Event
Close.io Opportunity Status Change to Has Submitted Form to Send Segment Event
Form Submitted to Send Segment Event to Update Close.io Field
New Close.io Event to Has Submitted Form to Send Segment Event
Form Submitted to Send Segment Event to Create Close.io Opportunity
Form Submitted to Update Close.io Opportunity Stage to Send Segment Event
Form Submitted to Check Close.io Opportunity Status to Send Segment Event
Form Submitted to Send Segment Event to Assign Close.io Lead
Segment Event to Has Submitted Form to Create Close.io Opportunity
Segment Event to Has Submitted Form to Assign Close.io Task
Form Submitted to Check Close.io Field to Send Segment Event
Segment Event to Has Submitted Form to Update Close.io Opportunity Stage
Form Submitted to Has Submitted Form to Send Segment Event
Segment Event to Has Submitted Form to Assign Close.io Lead
Segment Event to Has Submitted Form to Update Close.io Field
Form Submitted to Send Segment Event to Assign Close.io Task
Form Submitted to Assign Close.io Task to Send Segment Event
Close.io Field Change to Has Submitted Form to Send Segment Event
Segment Event to Has Submitted Form to Send Segment Event
Form Submitted to Send Segment Event to Update Close.io Opportunity Stage
Showing 20 journey ideas for Segment, Forms and Close.io
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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
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 Segment integration, Forms integration and the Close.io integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Form Submitted
Add a contact to a journey when they submit a form.
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
Has Submitted Form
Check if a contact has previously submitted a specific form.
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.
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, Forms and Close.io.
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