Twilio + Salesforce + Close.io integration

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

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

Close.io Opportunity Status Change to Send Twilio SMS to Update Salesforce Field

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Close.io Field Change to Create Salesforce Opportunity to Send Twilio SMS

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Salesforce Field Changed to Send Twilio SMS to Update Close.io Field

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Twilio SMS Received to Assign Salesforce Lead to Group to Assign Close.io Lead

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Twilio SMS Received to Assign Salesforce Lead to Assign Close.io Task

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New Close.io Event to Send Twilio SMS to Create Salesforce Opportunity

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Twilio SMS Received to Assign Salesforce Lead to Group to Update Close.io Opportunity Stage

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Salesforce Campaign Trigger to Check Close.io Opportunity Status to Send Twilio SMS

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Twilio SMS Received to Create Close.io Opportunity to Update Salesforce Field

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Salesforce Field Changed to Create Salesforce Opportunity to Send Twilio SMS

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Salesforce Field Changed to Update Close.io Field to Send Twilio SMS

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Close.io Field Change to Assign Salesforce Lead to Send Twilio SMS

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New Close.io Event to Add Salesforce Task to Send Twilio SMS

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Twilio SMS Received to Create Close.io Opportunity to Assign Salesforce Lead to Group

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Close.io Field Change to Update Salesforce Field to Send Twilio SMS

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Salesforce Campaign Trigger to Send Twilio SMS to Assign Salesforce Lead to Group

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Twilio SMS Received to Set Salesforce Campaign Member Status to Update Close.io Field

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Twilio SMS Received to Check Salesforce Campaign Member Status to Assign Close.io Task

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Twilio SMS Received to Set Salesforce Campaign Member Status to Send Twilio SMS

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Salesforce Campaign Trigger to Send Twilio SMS to Assign Close.io Task

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Showing 20 journey ideas for Twilio, Salesforce 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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

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, Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
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 Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
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, Salesforce and Close.io.