Twilio + Sendgrid + Close.io integration

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

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

Close.io Field Change to Send Twilio SMS to Send Sendgrid Transactional Email

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Close.io Opportunity Status Change to Send Sendgrid Transactional Email to Send Twilio SMS

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Twilio SMS Received to Send Sendgrid Transactional Email to Update Close.io Field

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Twilio SMS Received to Send Twilio SMS to Send Sendgrid Transactional Email

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Twilio SMS Received to Create Close.io Opportunity to Send Sendgrid Transactional Email

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Twilio SMS Received to Send Sendgrid Transactional Email to Update Close.io Opportunity Stage

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Twilio SMS Received to Assign Close.io Task to Send Sendgrid Transactional Email

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Twilio SMS Received to Update Close.io Opportunity Stage to Send Sendgrid Transactional Email

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Twilio SMS Received to Send Sendgrid Transactional Email to Create Close.io Opportunity

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New Close.io Event to Send Sendgrid Transactional Email to Send Twilio SMS

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Twilio SMS Received to Update Close.io Field to Send Sendgrid Transactional Email

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Twilio SMS Received to Check Close.io Field to Send Sendgrid Transactional Email

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Twilio SMS Received to Assign Close.io Lead to Send Sendgrid Transactional Email

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Twilio SMS Received to Check Close.io Opportunity Status to Send Sendgrid Transactional Email

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Close.io Field Change to Send Sendgrid Transactional Email to Send Twilio SMS

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New Close.io Event to Send Twilio SMS to Send Sendgrid Transactional Email

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Close.io Opportunity Status Change to Send Twilio SMS to Send Sendgrid Transactional Email

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Twilio SMS Received to Send Sendgrid Transactional Email to Assign Close.io Task

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Twilio SMS Received to Send Sendgrid Transactional Email to Send Twilio SMS

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Twilio SMS Received to Send Sendgrid Transactional Email to Assign Close.io Lead

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Showing 20 journey ideas for Twilio, Sendgrid 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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

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, Sendgrid 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.
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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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, Sendgrid and Close.io.