Zendesk + Wufoo + Close.io integration

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

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

New Wufoo Form Submitted to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Update Close.io Opportunity Stage

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New Close.io Event to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Assign Close.io Lead to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Create Close.io Opportunity

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Assign Close.io Task

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Update Close.io Opportunity Stage

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New Wufoo Form Submitted to Check Close.io Field to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Assign Close.io Task

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New Wufoo Form Submitted to Assign Close.io Task to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Update Close.io Field

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New Wufoo Form Submitted to Submit New Zendesk Ticket to Assign Close.io Lead

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New Wufoo Form Submitted to Create Close.io Opportunity to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Zendesk Ticket Status to Assign Close.io Task

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New Wufoo Form Submitted to Zendesk Ticket Status to Assign Close.io Lead

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Assign Close.io Lead

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Wufoo Form to Create Close.io Opportunity

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New Wufoo Form Submitted to Check Close.io Opportunity Status to Submit New Zendesk Ticket

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New Wufoo Form Submitted to Zendesk Ticket Status to Update Close.io Opportunity Stage

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Showing 20 journey ideas for Zendesk, Wufoo and Close.io

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 Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.

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 Zendesk integration, Wufoo integration and the Close.io integration.

Journey Triggers

Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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

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 Zendesk, Wufoo and Close.io.