Slack + Close.io + Smart Segments integration

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

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Marketing Automation ideas to integrate Slack, Close.io and Smart Segments.

Smart Segment Trigger to Send Slack Message to Assign Close.io Lead

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

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Smart Segment Trigger to Update Close.io Opportunity Stage 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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Smart Segment Trigger to Send Slack Message to Update Close.io Opportunity Stage

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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 Send Slack Message to Assign Close.io Task

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

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

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Smart Segment Trigger to Assign Close.io Lead to Send Slack Message

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

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Close.io Field 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 Opportunity Stage

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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 Check Close.io Field 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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Showing 20 journey ideas for Slack, Close.io and Smart Segments

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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Smart Segments 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.

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.

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 Smart Segments.