Segment + Wufoo + Close.io integration

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

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

Segment Event to Has Submitted Wufoo Form to Send Segment Event

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New Wufoo Form Submitted to Send Segment Event to Assign Close.io Lead

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New Wufoo Form Submitted to Check Close.io Opportunity Status to Send Segment Event

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New Wufoo Form Submitted to Update Close.io Field to Send Segment Event

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Segment Event to Has Submitted Wufoo Form to Assign Close.io Task

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Close.io Opportunity Status Change to Has Submitted Wufoo Form to Send Segment Event

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New Wufoo Form Submitted to Has Submitted Wufoo Form to Send Segment Event

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Segment Event to Has Submitted Wufoo Form to Update Close.io Field

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Segment Event to Has Submitted Wufoo Form to Create Close.io Opportunity

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Segment Event to Has Submitted Wufoo Form to Assign Close.io Lead

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New Wufoo Form Submitted to Send Segment Event to Update Close.io Field

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New Wufoo Form Submitted to Send Segment Event to Create Close.io Opportunity

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New Wufoo Form Submitted to Assign Close.io Task to Send Segment Event

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New Wufoo Form Submitted to Send Segment Event to Assign Close.io Task

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Close.io Field Change to Has Submitted Wufoo Form to Send Segment Event

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New Close.io Event to Has Submitted Wufoo Form to Send Segment Event

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New Wufoo Form Submitted to Create Close.io Opportunity to Send Segment Event

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New Wufoo Form Submitted to Check Close.io Field to Send Segment Event

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New Wufoo Form Submitted to Assign Close.io Lead to Send Segment Event

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New Wufoo Form Submitted to Update Close.io Opportunity Stage to Send Segment Event

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Showing 20 journey ideas for Segment, Wufoo 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 Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.

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, Wufoo integration and the Close.io integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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

Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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 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, Wufoo and Close.io.