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

Recurly Subscription to Send Twilio SMS

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Segment Event to Update Close.io Opportunity Stage to Send Twilio SMS

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Twilio SMS Received to Check Close.io Opportunity Status to Set Salesforce Campaign Member Status

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Close.io Field Change to Send Twilio SMS

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Twilio SMS Received to Update Close.io Opportunity Stage to Add Salesforce Task

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Twilio SMS Received to Schedule Pipedrive Activity to Create Close.io Opportunity

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Close.io Field Change to Send Twilio SMS

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Close.io Opportunity Status Change to Check Close.io Field to Send Twilio SMS

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Close.io Field Change to Send Twilio SMS

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Close.io Field Change to Send Twilio SMS

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Twilio SMS Received to Add Pipedrive Deal

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Twilio SMS Received to Check Pipedrive Deal Field to Update Close.io Field

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Close.io Field Change to Check Lead Status to Send Twilio SMS

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Twilio SMS Received to Schedule Pipedrive Activity

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Recurly Subscription to Assign Close.io Lead to Send Twilio SMS

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Twilio SMS Received to Assign Close.io Task to Add Pipedrive Deal

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Twilio SMS Received to Check Pipedrive Deal Field to Assign Close.io Task

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Twilio SMS Received to Assign Close.io Lead

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Close.io Field Change to Assign Salesforce Lead

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Twilio SMS Received to Create Close.io Opportunity to Add Salesforce Task

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Showing 20 of 702 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.