Slack + Close.io + NationBuilder integration

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

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

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

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New NationBuilder Donor to Update Close.io Opportunity Stage to Send Slack Message

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Added to NationBuilder Nation List 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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New NationBuilder Donor to Create Close.io Opportunity to Send Slack Message

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NationBuilder Membership Status to Update Close.io Field to Send Slack Message

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New NationBuilder Person Tag to Send Slack Message to Update Close.io Field

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

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Added to NationBuilder Nation List to Check Close.io Field to Send Slack Message

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New NationBuilder Person Tag to Create Close.io Opportunity to Send Slack Message

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New NationBuilder Donor to Check Close.io Opportunity Status to Send Slack Message

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New NationBuilder Person Tag to Update Close.io Field to Send Slack Message

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New NationBuilder Donor to Check Close.io Field to Send Slack Message

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New Close.io Event to Send Slack Message to Create Close.io Opportunity

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New NationBuilder Person Tag to Send Slack Message to Update Close.io Opportunity Stage

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New NationBuilder Donor to Assign Close.io Lead to Send Slack Message

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Added to NationBuilder Nation List to Update Close.io Opportunity Stage to Send Slack Message

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New NationBuilder Donor to Update Close.io Field to Send Slack Message

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Added to NationBuilder Nation List to Send Slack Message to Assign Close.io Task

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

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

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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the NationBuilder 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 NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

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 a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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 NationBuilder.