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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
New HubSpot CRM Contact to Send Slack Message to Update Close.io Field
Close.io Field Change to Send Slack Message
Page Visited to Send Slack Message to Assign Close.io Task
Person Field Match to Create Close.io Opportunity
Typeform Submitted to Send Slack Message
New HubSpot CRM Contact to Create Close.io Opportunity to Send Slack Message
Person Field Match to Send Slack Message to Create Close.io Opportunity
Close.io Field Change to Check Close.io Field to Send Slack Message
Close.io Field Change to Send Slack Message
Delighted NPS Response to Send Slack Message
Close.io Opportunity Status Change to Send Slack Message
Close.io Opportunity Status Change to Send Slack Message
Close.io Field Change to Send Slack Message
Close.io Field Change to Send Slack Message to Update Close.io Opportunity Stage
Person Field Match to Send Slack Message
Close.io Field Change to Is on List or Segment to Send Slack Message
Close.io Field Change to Update Close.io Opportunity Stage to Send Slack Message
Close.io Field Change to Check Salesforce Field to Send Slack Message
Delighted NPS Response to Send Slack Message to Update Close.io Opportunity Stage
Person Field Match to Assign Close.io Task to Send Slack Message
Showing 20 of 464 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.
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