Twilio + Lists + Close.io integration

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

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

List Trigger to Remove From List to Send Twilio SMS

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New Close.io Event to Remove From List to Send Twilio SMS

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New Close.io Event to Send Twilio SMS to Remove From List

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Close.io Opportunity Status Change to Send Twilio SMS to Remove From List

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List Trigger to Send Twilio SMS to Create Close.io Opportunity

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Twilio SMS Received to Assign Close.io Lead to Remove From List

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Twilio SMS Received to Check Close.io Opportunity Status to Add to List

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New Close.io Event to Add to List to Send Twilio SMS

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New Close.io Event to Send Twilio SMS to Add to List

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Twilio SMS Received to Assign Close.io Lead to Add to List

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List Trigger to Send Twilio SMS to Update Close.io Field

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Twilio SMS Received to Send Twilio SMS to Remove From List

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Twilio SMS Received to Update Close.io Opportunity Stage to Remove From List

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Twilio SMS Received to Update Close.io Field to Remove From List

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Close.io Opportunity Status Change to Add to List to Send Twilio SMS

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Removed From List to Assign Close.io Lead to Send Twilio SMS

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Twilio SMS Received to Remove From List to Assign Close.io Task

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New Close.io Event to Check Lead Status to Send Twilio SMS

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Removed From List to Check Lead Status to Send Twilio SMS

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New Close.io Event to Is on List or Segment to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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, Lists and Close.io.