Timers + Sendgrid + Close.io integration

Use Autopilot to create journeys that use the Timers, Sendgrid and Close.io integrations.

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Marketing Automation ideas to integrate Timers, Sendgrid and Close.io.

Time Trigger to Send Sendgrid Transactional Email to Create Close.io Opportunity

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Time Trigger to Check Close.io Opportunity Status to Send Sendgrid Transactional Email

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New Close.io Event to Add Delay to Send Sendgrid Transactional Email

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Time Trigger to Update Close.io Field to Send Sendgrid Transactional Email

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Close.io Opportunity Status Change to Send Sendgrid Transactional Email to Add Delay

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Close.io Field Change to Add Delay to Send Sendgrid Transactional Email

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Time Trigger to Send Sendgrid Transactional Email to Add Delay

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Time Trigger to Assign Close.io Task to Send Sendgrid Transactional Email

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Time Trigger to Send Sendgrid Transactional Email to Update Close.io Opportunity Stage

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Time Trigger to Add Delay to Send Sendgrid Transactional Email

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Time Trigger to Assign Close.io Lead to Send Sendgrid Transactional Email

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Close.io Opportunity Status Change to Add Delay to Send Sendgrid Transactional Email

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New Close.io Event to Send Sendgrid Transactional Email to Add Delay

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Time Trigger to Check Close.io Field to Send Sendgrid Transactional Email

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Time Trigger to Send Sendgrid Transactional Email to Assign Close.io Task

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Time Trigger to Update Close.io Opportunity Stage to Send Sendgrid Transactional Email

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Time Trigger to Create Close.io Opportunity to Send Sendgrid Transactional Email

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Time Trigger to Send Sendgrid Transactional Email to Update Close.io Field

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Time Trigger to Send Sendgrid Transactional Email to Assign Close.io Lead

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Close.io Field Change to Send Sendgrid Transactional Email to Add Delay

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Showing 20 journey ideas for Timers, Sendgrid and Close.io

About the Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

About the Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

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 Timers integration, Sendgrid integration and the Close.io integration.

Journey Triggers

Time Trigger
Add contacts on a list to a journey at a particular date and time.
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

Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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 Timers, Sendgrid and Close.io.