Twilio + Headsup + Close.io integration

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

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

Twilio SMS Received to Update Close.io Field to Show Headsup Message

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Twilio SMS Received to Assign Close.io Task to Show Headsup Message

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Twilio SMS Received to Check Headsup Status to Update Close.io Opportunity Stage

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

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Twilio SMS Received to Create Close.io Opportunity to Show Headsup Message

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Twilio SMS Received to Show Headsup Message to Update Close.io Opportunity Stage

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Twilio SMS Received to Check Headsup Status to Send Twilio SMS

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Twilio SMS Received to Check Close.io Opportunity Status to Show Headsup Message

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Twilio SMS Received to Send Twilio SMS to Show Headsup Message

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Twilio SMS Received to Show Headsup Message to Assign Close.io Task

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Twilio SMS Received to Check Headsup Status to Assign Close.io Lead

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New Close.io Event to Show Headsup Message to Send Twilio SMS

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Twilio SMS Received to Assign Close.io Lead to Show Headsup Message

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Close.io Opportunity Status Change to Send Twilio SMS to Show Headsup Message

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Twilio SMS Received to Show Headsup Message to Assign Close.io Lead

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Close.io Opportunity Status Change to Show Headsup Message to Send Twilio SMS

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Twilio SMS Received to Show Headsup Message to Update Close.io Field

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Twilio SMS Received to Check Headsup Status to Create Close.io Opportunity

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

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New Close.io Event to Send Twilio SMS to Show Headsup Message

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Showing 20 journey ideas for Twilio, Headsup 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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

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, Headsup 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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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, Headsup and Close.io.