Twilio + Shopify + Close.io integration

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

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

New Shopify Customer to Send Twilio SMS to Create Close.io Opportunity

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Shopify Abandoned Cart to Assign Close.io Lead to Send Twilio SMS

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New Shopify Customer to Send Twilio SMS to Assign Close.io Lead

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New Shopify Customer to Create Close.io Opportunity to Send Twilio SMS

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Shopify Abandoned Cart to Update Close.io Field to Send Twilio SMS

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Shopify Abandoned Cart to Check Close.io Opportunity Status to Send Twilio SMS

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Shopify Abandoned Cart to Send Twilio SMS to Update Close.io Opportunity Stage

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New Shopify Customer to Check Close.io Field to Send Twilio SMS

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Has Abandoned Shopify Cart to Check Close.io Opportunity Status to Send Twilio SMS

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New Shopify Customer to Assign Close.io Lead to Send Twilio SMS

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Shopify Abandoned Cart to Create Close.io Opportunity to Send Twilio SMS

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Has Abandoned Shopify Cart to Update Close.io Opportunity Stage to Send Twilio SMS

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New Shopify Customer to Assign Close.io Task to Send Twilio SMS

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Shopify Abandoned Cart to Send Twilio SMS to Assign Close.io Task

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Has Abandoned Shopify Cart to Send Twilio SMS to Create Close.io Opportunity

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New Shopify Customer to Send Twilio SMS to Assign Close.io Task

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Has Abandoned Shopify Cart to Send Twilio SMS to Assign Close.io Lead

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New Shopify Customer to Update Close.io Opportunity Stage to Send Twilio SMS

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Shopify Abandoned Cart to Assign Close.io Task to Send Twilio SMS

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Shopify Abandoned Cart to Check Close.io Field to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Shopify 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 Shopify integration

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many 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, Shopify 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.
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.
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, Shopify and Close.io.