Twilio + Autopilot API + Close.io integration

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

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Marketing Automation ideas to integrate Twilio, Autopilot API and Close.io.

API Trigger to Send Twilio SMS to Update Close.io Field

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API Trigger to Send Twilio SMS to Assign Close.io Lead

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API Trigger to Send Twilio SMS to Update Close.io Opportunity Stage

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API Trigger to Update Close.io Opportunity Stage to Send Twilio SMS

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API Trigger to Check Close.io Field to Send Twilio SMS

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API Trigger to Send Twilio SMS to Assign Close.io Task

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API Trigger to Assign Close.io Lead to Send Twilio SMS

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API Trigger to Update Close.io Field to Send Twilio SMS

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API Trigger to Send Twilio SMS to Create Close.io Opportunity

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API Trigger to Check Close.io Opportunity Status to Send Twilio SMS

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API Trigger to Assign Close.io Task to Send Twilio SMS

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API Trigger to Create Close.io Opportunity to Send Twilio SMS

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Showing 12 journey ideas for Twilio, Autopilot API and Close.io

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.

About the Autopilot API integration

The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.

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 Twilio integration, Autopilot API integration and the Close.io integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
API Trigger
Add a contact to a journey using a custom API call.
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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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 Twilio, Autopilot API and Close.io.