Twilio + Close.io Integration
Use Autopilot to automate and integrate Twilio and Close.io.
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Marketing Automation ideas to integrate Twilio and Close.io
New Close.io Event to Set Salesforce Campaign Member Status
Twilio SMS Received to Assign Salesforce Lead to Group
Close.io Opportunity Status Change to Send Twilio SMS
Twilio SMS Received to Update Field to Assign Close.io Task
Segment Event to Check Close.io Opportunity Status to Send Twilio SMS
Twilio SMS Received to Send Twilio SMS to Update Close.io Opportunity Stage
Twilio SMS Received to Has Submitted Typeform to Create Close.io Opportunity
LiveChat Tag to Send Twilio SMS to Create Close.io Opportunity
Twilio SMS Received to Assign Close.io Task
Close.io Field Change to Update Close.io Field to Send Twilio SMS
Close.io Opportunity Status Change to Has Submitted Typeform to Send Twilio SMS
Instapage Form Submitted to Send Twilio SMS to Update Close.io Field
New Close.io Event to Change Score to Send Twilio SMS
Close.io Opportunity Status Change to Update Field
Twilio SMS Received to Check Close.io Opportunity Status to Send Twilio SMS
Close.io Opportunity Status Change to Assign Salesforce Lead to Group
Twilio SMS Received to Change Score
Form Submitted to Assign Close.io Lead
Unsubscribed from Mailchimp Audience to Create Close.io Opportunity
Facebook Lead Ad Submitted to Update Close.io Opportunity Stage to Send Twilio SMS
Showing 20 of 1252 Marketing Automation ideas using Autopilot's Twilio and Close.io integration.
About Twilio
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 Close.io
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 Twilio integration.
Triggers
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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).
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 and Close.io.
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