Slack + Close.io + Custom Fields integration
Use Autopilot to create journeys that use the Slack, Close.io and Custom Fields integrations.
Marketing Automation ideas to integrate Slack, Close.io and Custom Fields.
Showing 20 journey ideas for Slack, Close.io and Custom Fields
About the Slack integration
Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.
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.
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Custom Fields integration.
Journey 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).
Field Match
Add a contact to a journey when a particular 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).
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions