Segment + Salesforce + Close.io integration
Use Autopilot to create journeys that use the Segment, Salesforce and Close.io integrations.
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Marketing Automation ideas to integrate Segment, Salesforce and Close.io.
Salesforce Field Changed to Send Segment Event to Update Salesforce Field
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Segment Event
Salesforce Campaign Trigger to Check Close.io Field to Send Segment Event
Segment Event to Check Close.io Field to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send Segment Event to Create Salesforce Opportunity
Segment Event to Create Close.io Opportunity to Create Salesforce Opportunity
Segment Event to Set Salesforce Campaign Member Status to Update Close.io Field
Segment Event to Update Salesforce Field to Update Close.io Opportunity Stage
Close.io Opportunity Status Change to Assign Salesforce Lead to Group to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Update Salesforce Field
Segment Event to Assign Close.io Lead to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Assign Close.io Lead to Send Segment Event
Segment Event to Check Close.io Field to Set Salesforce Campaign Member Status
Segment Event to Send Segment Event to Add Salesforce Task
Close.io Field Change to Send Segment Event to Set Salesforce Campaign Member Status
Segment Event to Check Close.io Opportunity Status to Update Salesforce Field
Segment Event to Create Salesforce Opportunity to Update Close.io Field
Segment Event to Check Close.io Field to Update Salesforce Field
Salesforce Field Changed to Create Close.io Opportunity to Send Segment Event
Segment Event to Update Salesforce Field to Update Close.io Field
Showing 20 journey ideas for Segment, Salesforce 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 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.
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, Salesforce integration and the Close.io integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
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).
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 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.
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 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.
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, Salesforce and Close.io.
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