Slack + Headsup + Close.io integration

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

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

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

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Close.io Field Change to Check Headsup Status to Send Slack Message

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Close.io Opportunity Status Change to Send Slack Message to Show Headsup Message

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Close.io Field Change to Send Slack Message to Show Headsup Message

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

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New Close.io Event to Send Slack Message to Show Headsup Message

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Close.io Opportunity Status Change to Show Headsup Message to Send Slack Message

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Close.io Field Change to Show Headsup Message to Send Slack Message

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New Close.io Event to Show Headsup Message to Send Slack Message

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Showing 9 journey ideas for Slack, Headsup 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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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, Headsup integration and the Close.io 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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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, Headsup and Close.io.