Slack + Close.io + Trello integration

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

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

New Close.io Event to Send Slack Message to Update Close.io Opportunity Stage

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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 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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Close.io Opportunity Status Change to Assign Close.io Task 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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New Close.io Event 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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New Close.io Event 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 Send Slack Message to Update Close.io Opportunity Stage

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Close.io Opportunity Status Change to Add Trello Card 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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New Close.io Event 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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Close.io Opportunity Status Change to Check Close.io Opportunity Status to Send Slack Message

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New Close.io Event to Send Slack Message to Add Trello Card

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Close.io Opportunity Status Change 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 Field Change to Add Trello Card to Send Slack Message

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

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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Trello 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).

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.
Add Trello Card
Adds a Trello card to a board.

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 Trello.