Twilio + Zendesk + Close.io integration

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

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

New Close.io Event to Submit New Zendesk Ticket to Send Twilio SMS

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Twilio SMS Received to Submit New Zendesk Ticket to Update Close.io Field

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Submits New Zendesk Ticket to Assign Close.io Task to Send Twilio SMS

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Twilio SMS Received to Assign Close.io Lead to Submit New Zendesk Ticket

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Twilio SMS Received to Check Close.io Opportunity Status to Submit New Zendesk Ticket

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Twilio SMS Received to Submit New Zendesk Ticket to Send Twilio SMS

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Submits New Zendesk Ticket to Check Close.io Opportunity Status to Send Twilio SMS

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Twilio SMS Received to Create Close.io Opportunity to Submit New Zendesk Ticket

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Twilio SMS Received to Zendesk Ticket Status to Create Close.io Opportunity

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New Close.io Event to Zendesk Ticket Status to Send Twilio SMS

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Close.io Opportunity Status Change to Send Twilio SMS to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Zendesk Ticket Status to Send Twilio SMS

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Twilio SMS Received to Zendesk Ticket Status to Update Close.io Opportunity Stage

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Twilio SMS Received to Submit New Zendesk Ticket to Update Close.io Opportunity Stage

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Twilio SMS Received to Zendesk Ticket Status to Assign Close.io Task

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Twilio SMS Received to Zendesk Ticket Status to Assign Close.io Lead

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Submits New Zendesk Ticket to Send Twilio SMS to Assign Close.io Lead

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Submits New Zendesk Ticket to Update Close.io Field to Send Twilio SMS

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Submits New Zendesk Ticket to Assign Close.io Lead to Send Twilio SMS

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Submits New Zendesk Ticket to Send Twilio SMS to Create Close.io Opportunity

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Showing 20 journey ideas for Twilio, Zendesk 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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

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, Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for 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, Zendesk and Close.io.