Twilio + Typeform + Close.io integration

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

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

Typeform Submitted to Send Twilio SMS to Assign Close.io Lead

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Typeform Submitted to Send Twilio SMS to Update Close.io Opportunity Stage

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Typeform Submitted to Create Close.io Opportunity to Send Twilio SMS

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Close.io Field Change to Has Submitted Typeform to Send Twilio SMS

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Twilio SMS Received to Has Submitted Typeform to Create Close.io Opportunity

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Twilio SMS Received to Has Submitted Typeform to Send Twilio SMS

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Typeform Submitted to Has Submitted Typeform to Send Twilio SMS

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Twilio SMS Received to Has Submitted Typeform to Update Close.io Field

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Typeform Submitted to Assign Close.io Task to Send Twilio SMS

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Typeform Submitted to Check Close.io Opportunity Status to Send Twilio SMS

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Typeform Submitted to Send Twilio SMS to Create Close.io Opportunity

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Twilio SMS Received to Has Submitted Typeform to Assign Close.io Lead

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Twilio SMS Received to Has Submitted Typeform to Update Close.io Opportunity Stage

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Typeform Submitted to Assign Close.io Lead to Send Twilio SMS

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Close.io Opportunity Status Change to Has Submitted Typeform to Send Twilio SMS

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Twilio SMS Received to Has Submitted Typeform to Assign Close.io Task

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Typeform Submitted to Send Twilio SMS to Assign Close.io Task

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Typeform Submitted to Update Close.io Field to Send Twilio SMS

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Typeform Submitted to Check Close.io Field to Send Twilio SMS

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New Close.io Event to Has Submitted Typeform to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Typeform 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 Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

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, Typeform 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.
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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, Typeform and Close.io.