Segment + Lists + Close.io integration

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

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

Segment Event to Check Lead Status to Update Close.io Field

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New Close.io Event to Send Segment Event to Add to List

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

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

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

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List Trigger to Send Segment Event to Remove From List

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

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Removed From List to Send Segment Event to Assign Close.io Lead

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New Close.io Event to Remove From List to Send Segment Event

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Removed From List to Assign Close.io Lead to Send Segment Event

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Segment Event to Is on List or Segment to Assign Close.io Task

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Close.io Field Change to Check Lead Status to Send Segment Event

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Close.io Field Change to Send Segment Event to Remove From List

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Segment Event to Assign Close.io Task to Remove From List

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Close.io Field Change to Remove From List to Send Segment Event

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Segment Event to Assign Close.io Task to Add to List

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List Trigger to Add to List to Send Segment Event

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Segment Event to Add to List to Assign Close.io Lead

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Removed From List to Create Close.io Opportunity to Send Segment Event

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Segment Event to Create Close.io Opportunity to Remove From List

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Showing 20 journey ideas for Segment, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists integration and the Close.io integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Close.io.