Twilio + NationBuilder + Close.io integration

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

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

New NationBuilder Person Tag to Send Twilio SMS to Assign Close.io Lead

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NationBuilder Membership Status to Send Twilio SMS to Create Close.io Opportunity

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New NationBuilder Donor to Send Twilio SMS to Create Close.io Opportunity

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Added to NationBuilder Nation List to Send Twilio SMS to Update Close.io Field

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New NationBuilder Person Tag to Assign Close.io Task to Send Twilio SMS

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New NationBuilder Donor to Send Twilio SMS to Update Close.io Opportunity Stage

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Added to NationBuilder Nation List to Send Twilio SMS to Assign Close.io Task

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Added to NationBuilder Nation List to Update Close.io Opportunity Stage to Send Twilio SMS

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New NationBuilder Person Tag to Update Close.io Field to Send Twilio SMS

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NationBuilder Membership Status to Update Close.io Opportunity Stage to Send Twilio SMS

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New NationBuilder Person Tag to Check Close.io Field to Send Twilio SMS

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NationBuilder Membership Status to Send Twilio SMS to Update Close.io Field

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New NationBuilder Person Tag to Send Twilio SMS to Assign Close.io Task

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NationBuilder Membership Status to Send Twilio SMS to Assign Close.io Lead

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Added to NationBuilder Nation List to Check Close.io Field to Send Twilio SMS

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New NationBuilder Person Tag to Send Twilio SMS to Create Close.io Opportunity

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NationBuilder Membership Status to Send Twilio SMS to Update Close.io Opportunity Stage

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Added to NationBuilder Nation List to Assign Close.io Task to Send Twilio SMS

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NationBuilder Membership Status to Send Twilio SMS to Assign Close.io Task

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NationBuilder Membership Status to Update Close.io Field to Send Twilio SMS

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Showing 20 journey ideas for Twilio, NationBuilder 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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

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, NationBuilder 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.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
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 a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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, NationBuilder and Close.io.