Slack + Close.io + Insightly integration

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

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

Close.io Opportunity Status Change to Assign Insightly Task to Send Slack Message

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

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Check Insightly Contact Field to Send Slack Message to Create Close.io Opportunity

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Insightly Contact Field Change to Assign Close.io Lead to Send Slack Message

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

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Check Insightly Contact Field to Update Close.io Field to Send Slack Message

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Insightly Contact Field Change 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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Insightly Opportunity Status Change to Assign Close.io Lead to Send Slack Message

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

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

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Insightly Contact Field Change to Send Slack Message to Update Close.io Field

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

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Check Insightly Contact Field to Create Close.io Opportunity to Send Slack Message

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

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Check Insightly Opportunity Stage to Check Close.io Opportunity Status to Send Slack Message

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Check Insightly Opportunity Stage to Send Slack Message to Assign Close.io Task

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

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Close.io Opportunity Status Change to Create Insightly Project to Send Slack Message

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

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

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Insightly 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).
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

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.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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 Insightly.