Segment + Freshdesk + Close.io integration
Use Autopilot to create journeys that use the Segment, Freshdesk and Close.io integrations.
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Marketing Automation ideas to integrate Segment, Freshdesk and Close.io.
Freshdesk Ticket Updated to Create Close.io Opportunity to Send Segment Event
Freshdesk Contact Updated to Send Segment Event to Update Close.io Opportunity Stage
Create New Freshdesk Ticket to Send Segment Event to Assign Close.io Lead
Freshdesk Contact Updated to Freshdesk Update Ticket to Send Segment Event
Freshdesk Ticket Updated to Update Close.io Opportunity Stage to Send Segment Event
Freshdesk Ticket Updated to Send Segment Event to Update Close.io Opportunity Stage
Create New Freshdesk Ticket to Check Close.io Field to Send Segment Event
Create New Freshdesk Ticket to Send Segment Event to Update Close.io Opportunity Stage
Create New Freshdesk Ticket to Send Segment Event to Assign Close.io Task
Freshdesk Ticket Updated to Send Segment Event to Assign Close.io Lead
Freshdesk New Contact to Send Segment Event to Assign Close.io Lead
New Freshdesk Ticket to Freshdesk Ticket Status to Send Segment Event
Freshdesk Ticket Updated to Freshdesk Ticket Status to Send Segment Event
Freshdesk Contact Updated to Send Segment Event to Create Close.io Opportunity
New Close.io Event to Freshdesk Ticket Status to Send Segment Event
Freshdesk Ticket Updated to Update Close.io Field to Send Segment Event
Freshdesk New Contact to Assign Close.io Lead to Send Segment Event
Segment Event to Freshdesk Ticket Status to Create Close.io Opportunity
Freshdesk New Contact to Send Segment Event to Create Close.io Opportunity
New Close.io Event to Freshdesk Update Ticket to Send Segment Event
Showing 20 journey ideas for Segment, Freshdesk and Close.io
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
About the Freshdesk integration
Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.
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 Segment integration, Freshdesk integration and the Close.io integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
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
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
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 Segment Event
Send a contextual Segment Event.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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 Segment, Freshdesk and Close.io.
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