Segment + Headsup + Close.io integration
Use Autopilot to create journeys that use the Segment, Headsup and Close.io integrations.
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Marketing Automation ideas to integrate Segment, Headsup and Close.io.
Close.io Opportunity Status Change to Check Headsup Status to Send Segment Event
Close.io Field Change to Send Segment Event to Show Headsup Message
Close.io Field Change to Check Headsup Status to Send Segment Event
Close.io Field Change to Show Headsup Message to Send Segment Event
Segment Event to Show Headsup Message to Send Segment Event
Segment Event to Assign Close.io Task to Show Headsup Message
New Close.io Event to Send Segment Event to Show Headsup Message
Close.io Opportunity Status Change to Send Segment Event to Show Headsup Message
Segment Event to Check Headsup Status to Send Segment Event
Segment Event to Show Headsup Message to Update Close.io Field
Segment Event to Check Headsup Status to Update Close.io Field
Segment Event to Check Headsup Status to Create Close.io Opportunity
Segment Event to Update Close.io Opportunity Stage to Show Headsup Message
Segment Event to Send Segment Event to Show Headsup Message
Segment Event to Check Headsup Status to Assign Close.io Task
New Close.io Event to Check Headsup Status to Send Segment Event
Segment Event to Show Headsup Message to Assign Close.io Lead
Segment Event to Check Headsup Status to Assign Close.io Lead
Segment Event to Check Close.io Field to Show Headsup Message
Segment Event to Create Close.io Opportunity to Show Headsup Message
Showing 20 journey ideas for Segment, Headsup 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 Headsup integration
Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.
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, Headsup integration and the Close.io 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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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, Headsup and Close.io.
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