Twilio + SurveyMonkey + Close.io integration
Use Autopilot to create journeys that use the Twilio, SurveyMonkey and Close.io integrations.
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Marketing Automation ideas to integrate Twilio, SurveyMonkey and Close.io.
Twilio SMS Received to Assign Close.io Task to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Update Close.io Field to Send Twilio SMS
Twilio SMS Received to Send SurveyMonkey Survey to Create Close.io Opportunity
Twilio SMS Received to Check Close.io Opportunity Status to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Send Twilio SMS to Assign Close.io Task
SurveyMonkey Survey Response to Send Twilio SMS to Update Close.io Field
Twilio SMS Received to Send SurveyMonkey Survey to Send Twilio SMS
New Close.io Event to Send Twilio SMS to Send SurveyMonkey Survey
Twilio SMS Received to Send SurveyMonkey Survey to Update Close.io Opportunity Stage
SurveyMonkey Survey Response to Send Twilio SMS to Assign Close.io Lead
Twilio SMS Received to Update Close.io Field to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Update Close.io Opportunity Stage to Send Twilio SMS
Twilio SMS Received to Assign Close.io Lead to Send SurveyMonkey Survey
Twilio SMS Received to Send SurveyMonkey Survey to Assign Close.io Task
SurveyMonkey Survey Response to Send Twilio SMS to Create Close.io Opportunity
Close.io Opportunity Status Change to Send Twilio SMS to Send SurveyMonkey Survey
SurveyMonkey Survey Response to Assign Close.io Task to Send Twilio SMS
Close.io Opportunity Status Change to Send SurveyMonkey Survey to Send Twilio SMS
Close.io Field Change to Send SurveyMonkey Survey to Send Twilio SMS
SurveyMonkey Survey Response to Check Close.io Field to Send Twilio SMS
Showing 20 journey ideas for Twilio, SurveyMonkey 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 SurveyMonkey integration
SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.
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, SurveyMonkey 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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.
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 SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.
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, SurveyMonkey and Close.io.
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