Sendgrid + Zendesk + Close.io integration
Use Autopilot to create journeys that use the Sendgrid, Zendesk and Close.io integrations.
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Marketing Automation ideas to integrate Sendgrid, Zendesk and Close.io.
Close.io Field Change to Submit New Zendesk Ticket to Send Sendgrid Transactional Email
Close.io Opportunity Status Change to Send Sendgrid Transactional Email to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Send Sendgrid Transactional Email
New Close.io Event to Submit New Zendesk Ticket to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Update Close.io Field
Submits New Zendesk Ticket to Update Close.io Field to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Update Close.io Opportunity Stage
Close.io Opportunity Status Change to Zendesk Ticket Status to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Check Close.io Opportunity Status to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Assign Close.io Lead to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Assign Close.io Task
Close.io Opportunity Status Change to Submit New Zendesk Ticket to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Update Close.io Opportunity Stage to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Check Close.io Field to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Zendesk Ticket Status to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Submit New Zendesk Ticket
New Close.io Event to Send Sendgrid Transactional Email to Submit New Zendesk Ticket
Close.io Field Change to Zendesk Ticket Status to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Create Close.io Opportunity to Send Sendgrid Transactional Email
New Close.io Event to Zendesk Ticket Status to Send Sendgrid Transactional Email
Showing 20 journey ideas for Sendgrid, Zendesk and Close.io
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 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 Sendgrid integration, Zendesk integration and the Close.io integration.
Journey Triggers
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 Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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 Sendgrid, Zendesk and Close.io.
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