Custom Fields Integrations

Personalize the entire customer journey with custom fields.

Marketing Automation ideas to integrate Custom Fields

Field Match to Add Salesforce Task

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Field Match to Subscribe to Mailchimp audience

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Field Match to Send Segment Event

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Field Match to Check Lead Status to Create Salesforce Opportunity

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Field Match to AB Split to Update HubSpot CRM Deal Stage

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Field Match to AB Split

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Field Match to Mail Lob Postcard to Assign Salesforce Lead to Group

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Field Match to Add to Facebook Custom Audience

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Field Match to Send Twilio SMS

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Field Match to Has Visited Page to Set Salesforce Campaign Member Status

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Field Match to Update HubSpot CRM Deal Stage to Remove From Facebook Custom Audience

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Field Match to Add Salesforce Task

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Field Match to Send Twilio SMS

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Field Match to Set Salesforce Campaign Member Status

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Add Intercom Tag to Check Field to Create Salesforce Opportunity

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Field Match to Add to Google Ads Audience

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Field Match to Assign Salesforce Lead to Group

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Field Match to Update HubSpot CRM Deal Stage to AB Split

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Field Match to Has Submitted Form to Send Mixpanel Event

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HubSpot CRM Deal Stage Match to Check Field to Add Trello Card

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Showing 20 of 20444 Marketing Automation ideas for Custom Fields

About Custom Fields

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Custom Fields integration.

Triggers

Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Actions

Update Field
Update a field to a specific value.

Segmenting capabilities

Segment contacts in Autopilot using the Custom Fields integration.
Custom Fields: Field Value
Create a segment of contacts who have a field value matching your criteria (e.g. lead status is open).

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 Custom Fields.