Twilio + Pipedrive + Close.io integration
Use Autopilot to create journeys that use the Twilio, Pipedrive and Close.io integrations.
Upcoming
Marketing Automation ideas to integrate Twilio, Pipedrive and Close.io.
Twilio SMS Received to Update Pipedrive Person Field to Update Close.io Field
Person Field Match to Send Twilio SMS to Assign Close.io Lead
Close.io Opportunity Status Change to Send Twilio SMS to Add a Pipedrive Deal
New Close.io Event to Send Twilio SMS to Schedule Pipedrive Activity
Person Field Match to Assign Pipedrive Person Owner to Send Twilio SMS
New Close.io Event to Add a Pipedrive Deal to Send Twilio SMS
Person Field Match to Add a Pipedrive Deal to Send Twilio SMS
Twilio SMS Received to Update Pipedrive Deal Stage to Send Twilio SMS
Twilio SMS Received to Assign Close.io Lead to Update Pipedrive Person Field
Person Field Match to Send Twilio SMS to Update Pipedrive Person Field
Pipedrive Deal Status Match to Assign Close.io Task to Send Twilio SMS
Close.io Field Change to Update Pipedrive Person Field to Send Twilio SMS
Twilio SMS Received to Assign Pipedrive Person Owner to Send Twilio SMS
Twilio SMS Received to Check Pipedrive Person Field to Update Close.io Opportunity Stage
Twilio SMS Received to Check Pipedrive Deal Stage to Update Close.io Field
Pipedrive Deal Stage Match to Send Twilio SMS to Create Close.io Opportunity
Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Send Twilio SMS
Twilio SMS Received to Add a Pipedrive Deal to Assign Close.io Lead
Person Field Match to Send Twilio SMS to Create Close.io Opportunity
Twilio SMS Received to Create Close.io Opportunity to Assign Pipedrive Person Owner
Showing 20 journey ideas for Twilio, Pipedrive 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 Pipedrive integration
Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.
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, Pipedrive 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.
Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
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 Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage 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.
Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
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, Pipedrive and Close.io.
Sort by
Sort by
Browse categories
Browse categories
- All
- Forms
- Ads
- CRM
- SMS
- E-Commerce
- API
- Lead Nurturing
- Email Marketing
- Optimization & Testing
- Support & Helpdesk
- Surveys & NPS
- Print Mail
- Events & Webinars
- Analytics & Events
- Website CMS & Landing Page Builders
- Productivity
- Electronic Signatures and Document Management
- Live Chat and Messaging
- Internal Notifications
