Twilio + Heap + Close.io integration

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

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

Heap Event to Assign Close.io Lead to Send Twilio SMS

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

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Heap Event to Check Close.io Opportunity Status to Send Twilio SMS

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Heap Event to Send Twilio SMS to Create Close.io Opportunity

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Heap Event to Check Close.io Field to Send Twilio SMS

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Heap Event to Assign Close.io Task to Send Twilio SMS

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Heap Event to Create Close.io Opportunity to Send Twilio SMS

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

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Heap Event to Send Twilio SMS to Assign Close.io Task

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Heap Event to Send Twilio SMS to Assign Close.io Lead

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

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

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Showing 12 journey ideas for Twilio, Heap 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 Heap integration

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

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, Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap event.
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.
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, Heap and Close.io.