Slack + Close.io + SurveyMonkey integration
Use Autopilot to create journeys that use the Slack, Close.io and SurveyMonkey integrations.
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Marketing Automation ideas to integrate Slack, Close.io and SurveyMonkey.
New Close.io Event to Update Close.io Opportunity Stage to Send Slack Message
Close.io Field Change to Check Close.io Opportunity Status to Send Slack Message
Close.io Opportunity Status Change to Check Close.io Opportunity Status to Send Slack Message
Close.io Opportunity Status Change to Send Slack Message to Update Close.io Field
Close.io Opportunity Status Change to Send Slack Message to Create Close.io Opportunity
Close.io Field Change to Send Slack Message to Assign Close.io Lead
Close.io Opportunity Status Change to Send Slack Message to Send SurveyMonkey Survey
Close.io Field Change to Assign Close.io Lead to Send Slack Message
Close.io Field Change to Send SurveyMonkey Survey to Send Slack Message
SurveyMonkey Survey Response to Send Slack Message to Create Close.io Opportunity
Close.io Field Change to Send Slack Message to Create Close.io Opportunity
New Close.io Event to Check Close.io Field to Send Slack Message
New Close.io Event to Update Close.io Field to Send Slack Message
New Close.io Event to Assign Close.io Lead to Send Slack Message
SurveyMonkey Survey Response to Send Slack Message to Update Close.io Opportunity Stage
Close.io Field Change to Update Close.io Opportunity Stage to Send Slack Message
Close.io Opportunity Status Change to Send Slack Message to Assign Close.io Lead
New Close.io Event to Send Slack Message to Update Close.io Opportunity Stage
SurveyMonkey Survey Response to Check Close.io Field to Send Slack Message
Close.io Field Change to Assign Close.io Task to Send Slack Message
Showing 20 journey ideas for Slack, Close.io and SurveyMonkey
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 SurveyMonkey integration
SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the SurveyMonkey 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).
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
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 SurveyMonkey.
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