Slack + Close.io Integration

Use Autopilot to automate and integrate Slack and Close.io.

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Marketing Automation ideas to integrate Slack and Close.io

LiveChat Tag to Create Close.io Opportunity

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Close.io Opportunity Status Change to Update Close.io Field to Send Slack Message

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Close.io Opportunity Status Change to Assign Close.io Task to Send Slack Message

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Close.io Opportunity Status Change to Has Submitted Typeform to Send Slack Message

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Close.io Opportunity Status Change to Schedule Pipedrive Activity

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Close.io Field Change to Send Slack Message

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LiveChat Tag to Assign Close.io Lead to Send Slack Message

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Close.io Opportunity Status Change to Send Slack Message to Send Email

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Salesforce Field Changed to Update Close.io Field to Send Slack Message

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New Close.io Event to Send Slack Message

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Salesforce Field Changed to Assign Close.io Lead to Send Slack Message

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Close.io Field Change to Send Slack Message

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Close.io Opportunity Status Change to Send Slack Message

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New Close.io Event to Send Slack Message

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New Close.io Event to Send Slack Message

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Close.io Opportunity Status Change to Assign Close.io Lead to Send Slack Message

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New Close.io Event to Update Close.io Field to Send Slack Message

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Salesforce Field Changed to Send Slack Message

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Salesforce Field Changed to Send Slack Message to Assign Close.io Task

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Instapage Form Submitted to Create Close.io Opportunity

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Showing 20 of 364 Marketing Automation ideas using Autopilot's Slack and Close.io integration.

About Slack

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

About Close.io

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 Slack integration.

Triggers

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).

Actions

Send Slack Message
Send a contextual Slack message to a Slack channel.
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 Slack and Close.io.