Slack + Close.io + Lists integration

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

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

List Trigger to Assign Close.io Lead to Send Slack Message

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List Trigger to Check Close.io Opportunity Status to Send Slack Message

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

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Close.io Field Change to Update Close.io Field 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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Close.io Opportunity Status Change to Is on List or Segment to Send Slack Message

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List Trigger to Assign Close.io Task to Send Slack Message

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Close.io Field Change to Is on List or Segment to Send Slack Message

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New Close.io Event to Send Slack Message to Add to List

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Close.io Opportunity Status Change to Check Close.io Field 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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Removed From List to Assign Close.io 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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Close.io Opportunity Status Change to Send Slack Message to Create Close.io Opportunity

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

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

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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 Update Close.io Field to Send Slack Message

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

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Removed From List to Check Close.io Opportunity Status to Send Slack Message

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

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.