Twilio + Ejection + Close.io integration

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

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Marketing Automation ideas to integrate Twilio, Ejection and Close.io.

Twilio SMS Received to Check Close.io Opportunity Status to Eject from Journey

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New Close.io Event to Send Twilio SMS to Eject from Journey

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Twilio SMS Received to Create Close.io Opportunity to Eject from Journey

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Twilio SMS Received to Eject from Journey to Send Twilio SMS

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Twilio SMS Received to Assign Close.io Lead to Eject from Journey

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Twilio SMS Received to Send Twilio SMS to Eject from Journey

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Twilio SMS Received to Eject from Journey to Update Close.io Opportunity Stage

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Close.io Field Change to Eject from Journey to Send Twilio SMS

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Twilio SMS Received to Eject from Journey to Assign Close.io Lead

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Twilio SMS Received to Update Close.io Opportunity Stage to Eject from Journey

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Close.io Field Change to Send Twilio SMS to Eject from Journey

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Twilio SMS Received to Eject from Journey to Assign Close.io Task

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Twilio SMS Received to Check Close.io Field to Eject from Journey

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Close.io Opportunity Status Change to Eject from Journey to Send Twilio SMS

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Twilio SMS Received to Eject from Journey to Create Close.io Opportunity

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Twilio SMS Received to Assign Close.io Task to Eject from Journey

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Twilio SMS Received to Eject from Journey to Update Close.io Field

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Twilio SMS Received to Update Close.io Field to Eject from Journey

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Close.io Opportunity Status Change to Send Twilio SMS to Eject from Journey

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New Close.io Event to Eject from Journey to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Ejection 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 Ejection integration

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

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, Ejection 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.
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.
Eject from Journey
Remove a contact from a journey.
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, Ejection and Close.io.