Segment + Zendesk + Close.io integration

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

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

Close.io Field Change to Submit New Zendesk Ticket to Send Segment Event

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Submits New Zendesk Ticket to Create Close.io Opportunity to Send Segment Event

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Segment Event to Submit New Zendesk Ticket to Assign Close.io Task

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Close.io Field Change to Zendesk Ticket Status to Send Segment Event

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Segment Event to Check Close.io Field to Submit New Zendesk Ticket

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Segment Event to Submit New Zendesk Ticket to Update Close.io Opportunity Stage

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Segment Event to Submit New Zendesk Ticket to Send Segment Event

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Submits New Zendesk Ticket to Zendesk Ticket Status to Send Segment Event

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Close.io Field Change to Send Segment Event to Submit New Zendesk Ticket

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Segment Event to Zendesk Ticket Status to Update Close.io Field

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New Close.io Event to Send Segment Event to Submit New Zendesk Ticket

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Segment Event to Zendesk Ticket Status to Assign Close.io Task

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New Close.io Event to Submit New Zendesk Ticket to Send Segment Event

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Segment Event to Submit New Zendesk Ticket to Assign Close.io Lead

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Segment Event to Zendesk Ticket Status to Send Segment Event

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Submits New Zendesk Ticket to Send Segment Event to Assign Close.io Lead

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Submits New Zendesk Ticket to Send Segment Event to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Update Close.io Field to Send Segment Event

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Submits New Zendesk Ticket to Send Segment Event to Update Close.io Field

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Segment Event to Send Segment Event to Submit New Zendesk Ticket

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Showing 20 journey ideas for Segment, Zendesk 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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

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, Zendesk integration and the Close.io integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for 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, Zendesk and Close.io.