Twilio + LiveChat + Close.io integration
Use Autopilot to create journeys that use the Twilio, LiveChat and Close.io integrations.
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Marketing Automation ideas to integrate Twilio, LiveChat and Close.io.
LiveChat Tag to Send Twilio SMS to Assign Close.io Task
LiveChat Tag to Check Close.io Opportunity Status to Send Twilio SMS
LiveChat Tag to Update Close.io Opportunity Stage to Send Twilio SMS
LiveChat Tag to Send Twilio SMS to Create Close.io Opportunity
LiveChat Tag to Send Twilio SMS to Update Close.io Field
LiveChat Tag to Send Twilio SMS to Assign Close.io Lead
LiveChat Tag to Send Twilio SMS to Update Close.io Opportunity Stage
LiveChat Tag to Assign Close.io Task to Send Twilio SMS
LiveChat Tag to Update Close.io Field to Send Twilio SMS
LiveChat Tag to Assign Close.io Lead to Send Twilio SMS
LiveChat Tag to Create Close.io Opportunity to Send Twilio SMS
LiveChat Tag to Check Close.io Field to Send Twilio SMS
Showing 12 journey ideas for Twilio, LiveChat 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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
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, LiveChat 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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, LiveChat and Close.io.
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