Twilio + Help Scout + Close.io integration

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

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Marketing Automation ideas to integrate Twilio, Help Scout and Close.io.

Help Scout Tag to Send Twilio SMS to Assign Close.io Task

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Help Scout Tag to Check Close.io Field to Send Twilio SMS

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Help Scout Create Conversation to Send Twilio SMS to Update Close.io Field

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Help Scout Tag to Update Close.io Field to Send Twilio SMS

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Help Scout Satisfaction Rating to Send Twilio SMS to Update Close.io Field

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Help Scout Satisfaction Rating to Send Twilio SMS to Assign Close.io Task

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Help Scout Satisfaction Rating to Send Twilio SMS to Update Close.io Opportunity Stage

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Help Scout Tag to Send Twilio SMS to Update Close.io Field

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Help Scout Create Conversation to Check Close.io Opportunity Status to Send Twilio SMS

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Help Scout Satisfaction Rating to Send Twilio SMS to Create Close.io Opportunity

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Help Scout Satisfaction Rating to Check Close.io Opportunity Status to Send Twilio SMS

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Help Scout Create Conversation to Assign Close.io Task to Send Twilio SMS

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Help Scout Satisfaction Rating to Send Twilio SMS to Assign Close.io Lead

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Help Scout Tag to Send Twilio SMS to Update Close.io Opportunity Stage

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Help Scout Satisfaction Rating to Check Close.io Field to Send Twilio SMS

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Help Scout Satisfaction Rating to Update Close.io Field to Send Twilio SMS

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Help Scout Create Conversation to Send Twilio SMS to Update Close.io Opportunity Stage

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Help Scout Create Conversation to Send Twilio SMS to Assign Close.io Task

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Help Scout Tag to Assign Close.io Lead to Send Twilio SMS

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Help Scout Tag to Update Close.io Opportunity Stage to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Help Scout 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 Help Scout integration

Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.

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, Help Scout 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.
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
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, Help Scout and Close.io.