Slack + Close.io + Freshdesk integration

Use Autopilot to create journeys that use the Slack, Close.io and Freshdesk integrations.

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Marketing Automation ideas to integrate Slack, Close.io and Freshdesk.

Freshdesk New Contact to Create Close.io Opportunity to Send Slack Message

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

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New Freshdesk Ticket to Check Close.io Opportunity Status to Send Slack Message

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Freshdesk Contact Updated to Assign Close.io Task to Send Slack Message

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New Close.io Event to Assign Close.io Task to Send Slack Message

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Freshdesk New Contact to Assign Close.io Task to Send Slack Message

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Close.io Field Change to Send Slack Message to Create Close.io Opportunity

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Create New Freshdesk Ticket to Create Close.io Opportunity to Send Slack Message

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New Freshdesk Ticket to Create Close.io Opportunity to Send Slack Message

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Freshdesk New Contact to Update Close.io Opportunity Stage to Send Slack Message

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Create New Freshdesk Ticket to Send Slack Message to Update Close.io Field

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

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New Close.io Event to Send Slack Message to Update Close.io Opportunity Stage

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Freshdesk New Contact to Send Slack Message to Assign Close.io Task

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Freshdesk Ticket Updated to Send Slack Message to Update Close.io Field

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Freshdesk Ticket Updated to Send Slack Message to Update Close.io Opportunity Stage

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New Close.io Event to Freshdesk Update Ticket to Send Slack Message

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New Close.io Event to Send Slack Message to Freshdesk Update Ticket

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New Freshdesk Ticket to Check Close.io Field to Send Slack Message

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Freshdesk Contact Updated to Create Close.io Opportunity to Send Slack Message

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Showing 20 journey ideas for Slack, Close.io and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Freshdesk 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).
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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).
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.