Segment + Sendgrid + Close.io integration
Use Autopilot to create journeys that use the Segment, Sendgrid and Close.io integrations.
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Marketing Automation ideas to integrate Segment, Sendgrid and Close.io.
Close.io Opportunity Status Change to Send Sendgrid Transactional Email to Send Segment Event
Segment Event to Send Segment Event to Send Sendgrid Transactional Email
New Close.io Event to Send Sendgrid Transactional Email to Send Segment Event
Close.io Field Change to Send Sendgrid Transactional Email to Send Segment Event
Segment Event to Assign Close.io Lead to Send Sendgrid Transactional Email
Segment Event to Send Sendgrid Transactional Email to Send Segment Event
Segment Event to Send Sendgrid Transactional Email to Assign Close.io Lead
New Close.io Event to Send Segment Event to Send Sendgrid Transactional Email
Segment Event to Assign Close.io Task to Send Sendgrid Transactional Email
Segment Event to Send Sendgrid Transactional Email to Update Close.io Opportunity Stage
Close.io Field Change to Send Segment Event to Send Sendgrid Transactional Email
Segment Event to Check Close.io Field to Send Sendgrid Transactional Email
Segment Event to Check Close.io Opportunity Status to Send Sendgrid Transactional Email
Segment Event to Send Sendgrid Transactional Email to Assign Close.io Task
Segment Event to Update Close.io Field to Send Sendgrid Transactional Email
Segment Event to Update Close.io Opportunity Stage to Send Sendgrid Transactional Email
Segment Event to Send Sendgrid Transactional Email to Create Close.io Opportunity
Segment Event to Send Sendgrid Transactional Email to Update Close.io Field
Segment Event to Create Close.io Opportunity to Send Sendgrid Transactional Email
Close.io Opportunity Status Change to Send Segment Event to Send Sendgrid Transactional Email
Showing 20 journey ideas for Segment, Sendgrid 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 Sendgrid integration
SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.
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, Sendgrid 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 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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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, Sendgrid and Close.io.
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