Slack + Close.io + Twilio integration

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

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

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

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

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Close.io Opportunity Status Change to Send Slack Message to Send Twilio SMS

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Twilio SMS Received to Send Slack Message to Create Close.io Opportunity

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Twilio SMS Received to Check Close.io Opportunity Status 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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Close.io Field Change to Create Close.io Opportunity to Send Slack Message

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Twilio SMS Received to Send Slack Message to Assign Close.io Lead

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

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

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Twilio SMS Received to Send Slack Message to Assign Close.io Task

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Twilio SMS Received to Assign Close.io Lead to Send Slack Message

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Close.io Field Change to Send Slack Message to Send Twilio SMS

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

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Twilio SMS Received to Update Close.io Opportunity Stage to Send Slack Message

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Twilio SMS Received to Send Slack Message to Update Close.io Field

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

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 Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Close.io integration and the Twilio 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).
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.

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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.

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 Twilio.