Twilio + Custom Fields + Close.io integration

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

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Marketing Automation ideas to integrate Twilio, Custom Fields and Close.io.

Close.io Field Change to Send Twilio SMS to Update Field

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Field Match to Check Field to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Update Field

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Field Match to Update Close.io Opportunity Stage to Send Twilio SMS

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Field Match to Assign Close.io Lead to Send Twilio SMS

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Field Match to Assign Close.io Task to Send Twilio SMS

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Twilio SMS Received to Check Field to Update Close.io Opportunity Stage

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Field Match to Send Twilio SMS to Update Field

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Twilio SMS Received to Assign Close.io Task to Update Field

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Twilio SMS Received to Assign Close.io Lead to Update Field

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Field Match to Send Twilio SMS to Update Close.io Opportunity Stage

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New Close.io Event to Send Twilio SMS to Update Field

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New Close.io Event to Update Field to Send Twilio SMS

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Field Match to Send Twilio SMS to Assign Close.io Task

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

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Field Match to Send Twilio SMS to Update Close.io Field

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

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Twilio SMS Received to Update Close.io Field to Update Field

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Twilio SMS Received to Create Close.io Opportunity to Update Field

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Field Match to Send Twilio SMS to Assign Close.io Lead

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Showing 20 journey ideas for Twilio, Custom Fields 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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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, Custom Fields 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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
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, Custom Fields and Close.io.