Slack + Close.io + Help Scout integration

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

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Marketing Automation ideas to integrate Slack, Close.io and Help Scout.

Help Scout Satisfaction Rating to Check Close.io Opportunity Status to Send Slack Message

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Close.io Field Change to Assign Close.io Task to Send Slack Message

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

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Help Scout Tag to Assign Close.io Task to Send Slack Message

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

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Close.io Field Change to Send Slack Message to Update Close.io Opportunity Stage

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Help Scout Tag to Update Close.io Field to Send Slack Message

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Help Scout Tag to Send Slack Message to Assign Close.io Task

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Help Scout Tag to Send Slack Message to Update Close.io Opportunity Stage

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

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

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Help Scout Create Conversation to Send Slack Message to Assign Close.io Lead

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Close.io Opportunity Status Change to Update Close.io Opportunity Stage to Send Slack Message

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Help Scout Satisfaction Rating to Update Close.io Field to Send Slack Message

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Help Scout Tag to Assign Close.io Lead to Send Slack Message

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Help Scout Tag to Send Slack Message to Create Close.io Opportunity

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Help Scout Create Conversation to Send Slack Message to Update Close.io Field

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Close.io Opportunity Status Change to Send Slack Message to Update Close.io Opportunity Stage

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Help Scout Satisfaction Rating to Send Slack Message to Assign Close.io Lead

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Help Scout Create Conversation to Send Slack Message to Assign Close.io Task

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Showing 20 journey ideas for Slack, Close.io and Help Scout

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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Help Scout 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).
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.

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).

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 Help Scout.