Segment + SurveyMonkey + Close.io integration
Use Autopilot to create journeys that use the Segment, SurveyMonkey and Close.io integrations.
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Marketing Automation ideas to integrate Segment, SurveyMonkey and Close.io.
Segment Event to Assign Close.io Lead to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Assign Close.io Task to Send Segment Event
SurveyMonkey Survey Response to Check Close.io Field to Send Segment Event
Segment Event to Update Close.io Opportunity Stage to Send SurveyMonkey Survey
Segment Event to Send SurveyMonkey Survey to Update Close.io Opportunity Stage
SurveyMonkey Survey Response to Check Close.io Opportunity Status to Send Segment Event
SurveyMonkey Survey Response to Send Segment Event to Create Close.io Opportunity
Segment Event to Create Close.io Opportunity to Send SurveyMonkey Survey
Close.io Field Change to Send SurveyMonkey Survey to Send Segment Event
New Close.io Event to Send Segment Event to Send SurveyMonkey Survey
Segment Event to Send SurveyMonkey Survey to Create Close.io Opportunity
SurveyMonkey Survey Response to Send Segment Event to Assign Close.io Task
Segment Event to Send SurveyMonkey Survey to Assign Close.io Lead
Segment Event to Update Close.io Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send Segment Event to Assign Close.io Lead
Segment Event to Send Segment Event to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Update Close.io Field to Send Segment Event
Close.io Opportunity Status Change to Send Segment Event to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Create Close.io Opportunity to Send Segment Event
SurveyMonkey Survey Response to Send SurveyMonkey Survey to Send Segment Event
Showing 20 journey ideas for Segment, SurveyMonkey 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 SurveyMonkey integration
SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.
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, SurveyMonkey integration and the Close.io integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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 SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
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, SurveyMonkey and Close.io.
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