Slack + Close.io + Page Visit Tracking integration

Use Autopilot to create journeys that use the Slack, Close.io and Page Visit Tracking integrations.

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Marketing Automation ideas to integrate Slack, Close.io and Page Visit Tracking.

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

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

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

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Close.io 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 Assign Close.io Task

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Page Visited to Send Slack Message to Create Close.io Opportunity

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Page Visited 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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Page Visited to Send Slack Message to Update Close.io Field

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Page Visited to Assign Close.io Lead to Send Slack Message

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

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

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

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Page Visited to Check Close.io Field to Send Slack Message

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Showing 20 journey ideas for Slack, Close.io and Page Visit Tracking

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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Page Visit Tracking 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).
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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).
Has Visited Page
Check if a contact has visited a specific page, or a page that 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 Page Visit Tracking.