Slack + Close.io + Forms integration
Use Autopilot to create journeys that use the Slack, Close.io and Forms integrations.
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Marketing Automation ideas to integrate Slack, Close.io and Forms.
Close.io Field Change to Update Close.io Field to Send Slack Message
New Close.io Event to Create Close.io Opportunity to Send Slack Message
Close.io Opportunity Status Change to Assign Close.io Lead to Send Slack Message
Close.io Opportunity Status Change to Update Close.io Opportunity Stage to Send Slack Message
Close.io Field Change to Send Slack Message to Assign Close.io Lead
Form Submitted to Update Close.io Field to Send Slack Message
Form Submitted to Send Slack Message to Assign Close.io Task
Close.io Opportunity Status Change to Send Slack Message to Assign Close.io Task
Close.io Field Change to Create Close.io Opportunity to Send Slack Message
New Close.io Event to Send Slack Message to Create Close.io Opportunity
New Close.io Event to Assign Close.io Task to Send Slack Message
Form Submitted to Send Slack Message to Create Close.io Opportunity
Close.io Field Change to Send Slack Message to Update Close.io Field
Form Submitted to Update Close.io Opportunity Stage to Send Slack Message
Close.io Opportunity Status Change to Check Close.io Opportunity Status to Send Slack Message
Close.io Field Change to Send Slack Message to Assign Close.io Task
Form Submitted to Assign Close.io Task to Send Slack Message
Close.io Opportunity Status Change to Check Close.io Field to Send Slack Message
New Close.io Event to Assign Close.io Lead to Send Slack Message
Form Submitted to Assign Close.io Lead to Send Slack Message
Showing 20 journey ideas for Slack, Close.io and Forms
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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Forms 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).
Form Submitted
Add a contact to a journey when they submit a form.
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).
Has Submitted Form
Check if a contact has previously submitted a specific form.
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.
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 Forms.
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