Slack + Close.io + Intercom integration

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

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

Intercom Lead Converted to User to Update Close.io Opportunity Stage to Send Slack Message

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Unsubscribes from Intercom to Send Slack Message to Assign Close.io Lead

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Intercom Lead Added Email to Update Close.io Field to Send Slack Message

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Unsubscribes from Intercom to Send Slack Message to Create Close.io Opportunity

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Close.io Opportunity Status Change to Send Slack Message to Intercom New User

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Intercom New User Tag to Update Close.io Field to Send Slack Message

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Close.io Field Change to Send Slack Message to Intercom Add Event

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Intercom Lead Added Email to Send Slack Message to Assign Close.io Task

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New Close.io Event to Send Slack Message to Intercom New User

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Close.io Opportunity Status Change to Intercom Add User Tag to Send Slack Message

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Intercom New User Tag to Check Close.io Opportunity Status to Send Slack Message

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Intercom Lead Added Email to Check Close.io Opportunity Status to Send Slack Message

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Unsubscribes from Intercom to Send Slack Message to Update Close.io Opportunity Stage

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

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Intercom Lead Added Email to Assign Close.io Lead to Send Slack Message

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Intercom New User Tag 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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Intercom New User Tag to Check Close.io Field to Send Slack Message

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

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New Close.io Event to Intercom Add User Tag to Send Slack Message

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

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 Intercom integration

The Intercom and Autopilot integration allows you to design customer journeys that help follow up conversations on Intercom. Automatically add new leads, users and companies.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Intercom 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).
New Intercom User
Triggers when a new user is added to intercom.
Intercom Lead Added Email
Triggers when a lead adds an email to Intercom.
Intercom New User Tag
Triggers when a new tag is added to a user.
Intercom Lead Converted to User
Triggers when a lead is converted to a user.
Unsubscribes from Intercom
Triggers when a user unsubscribes from Intercom.

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).
Intercom Has Tag
Checks if a user has a certain tag.
Intercom Has Completed Event
Checks if a user has completed a certain event.

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.
Intercom New User
Creates a new user in Intercom.
Intercom Add User Tag
Adds a new tag to an intercom user.
Intercom Send Incoming Message
Sends a message from a user into the Intercom app.
Intercom Add Event
Tags a user with an event that occurred.
Intercom Add Note
Adds a note to a user in Intercom. Allows custom field data.
Intercom Update User Field
Updates specific user fields in Intercom with new information.

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 Intercom.