Twilio + Recurly + Close.io integration

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

Upcoming

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

Recurly Subscription to Update Close.io Field to Send Twilio SMS

Try this free

Recurly Subscription to Check Close.io Opportunity Status to Send Twilio SMS

Try this free

Recurly Subscription to Create Close.io Opportunity to Send Twilio SMS

Try this free

Recurly Subscription to Send Twilio SMS to Create Close.io Opportunity

Try this free

Recurly Subscription to Send Twilio SMS to Assign Close.io Lead

Try this free

Recurly Subscription to Update Close.io Opportunity Stage to Send Twilio SMS

Try this free

Recurly Subscription to Assign Close.io Lead to Send Twilio SMS

Try this free

Recurly Subscription to Check Close.io Field to Send Twilio SMS

Try this free

Recurly Subscription to Send Twilio SMS to Update Close.io Field

Try this free

Recurly Subscription to Assign Close.io Task to Send Twilio SMS

Try this free

Recurly Subscription to Send Twilio SMS to Update Close.io Opportunity Stage

Try this free

Recurly Subscription to Send Twilio SMS to Assign Close.io Task

Try this free

Showing 12 journey ideas for Twilio, Recurly 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 Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

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, Recurly 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.
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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, Recurly and Close.io.