Slack + Email + Close.io integration

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

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

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

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Email Activity to Check Close.io Opportunity Status to Send Slack Message

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Email Activity to Check Close.io Field to Send Slack Message

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Email Activity to Send Slack Message to Send Email

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New Close.io Event to Send Email to Send Slack Message

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New Close.io Event to Check Email Status to Send Slack Message

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New Close.io Event to Send Slack Message to Send Email

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Email Activity to Send Slack Message to Assign Close.io Task

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Email Activity to Update Close.io Opportunity Stage to Send Slack Message

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Email Activity to Check Email Status to Send Slack Message

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Email Activity to Update Close.io Field to Send Slack Message

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Email Activity to Send Slack Message to Update Close.io Field

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Email Activity to Send Slack Message to Create Close.io Opportunity

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

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Email Activity to Send Slack Message to Assign Close.io Lead

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Close.io Opportunity Status Change to Check Email Status to Send Slack Message

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Close.io Field Change to Send Slack Message to Send Email

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Email Activity to Assign Close.io Lead to Send Slack Message

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Email Activity to Create Close.io Opportunity to Send Slack Message

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Email Activity to Send Email to Send Slack Message

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

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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.

Create your own marketing automation journey

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

Journey Triggers

Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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.
Send Email
Send a contact a personalized marketing or transactional email.
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, Email and Close.io.