Slack + Close.io + Delighted integration
Use Autopilot to create journeys that use the Slack, Close.io and Delighted integrations.
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Marketing Automation ideas to integrate Slack, Close.io and Delighted.
Close.io Field Change to Assign Close.io Lead to Send Slack Message
Close.io Opportunity Status Change to Assign Close.io Lead to Send Slack Message
New Close.io Event to Create Close.io Opportunity to Send Slack Message
Close.io Field Change to Check Close.io Opportunity Status to Send Slack Message
Delighted NPS Response to Update Close.io Field to Send Slack Message
Close.io Field Change to Send Delighted NPS Survey to Send Slack Message
New Close.io Event to Check Close.io Opportunity Status to Send Slack Message
Close.io Opportunity Status Change to Send Slack Message to Update Close.io Field
Delighted NPS Response to Send Slack Message to Create Close.io Opportunity
Delighted NPS Response to Create Close.io Opportunity to Send Slack Message
New Close.io Event to Send Slack Message to Assign Close.io Task
New Close.io Event to Send Slack Message to Assign Close.io Lead
Close.io Opportunity Status Change to Send Slack Message to Assign Close.io Lead
New Close.io Event to Send Slack Message to Send Delighted NPS Survey
Close.io Opportunity Status Change to Update Close.io Field to Send Slack Message
New Close.io Event to Send Slack Message to Update Close.io Field
New Close.io Event to Send Slack Message to Update Close.io Opportunity Stage
Delighted NPS Response to Send Slack Message to Assign Close.io Lead
New Close.io Event to Send Delighted NPS Survey to Send Slack Message
Close.io Opportunity Status Change to Check Close.io Field to Send Slack Message
Showing 20 journey ideas for Slack, Close.io and Delighted
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 Delighted integration
With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Delighted 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).
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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 Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Journey 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.
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
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, Close.io and Delighted.
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