Custom Fields + Lead Scoring + Smart Segments integration
Use Autopilot to create journeys that use the Custom Fields, Lead Scoring and Smart Segments integrations.
Marketing Automation ideas to integrate Custom Fields, Lead Scoring and Smart Segments.
Smart Segment Trigger to Update Field to Change Score
Smart Segment Trigger to Check Field to Change Score
Smart Segment Trigger to Change Score to Update Field
Field Match to Check Field to Change Score
Smart Segment Trigger to Check Field to Change Score
Smart Segment Trigger to Change Score to Update Field
Smart Segment Trigger to Update Field to Change Score
Field Match to Change Score to Update Field
Field Match to Update Field to Change Score
Showing 9 journey ideas for Custom Fields, Lead Scoring and Smart Segments
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
About the Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, Lead Scoring integration and the Smart Segments integration.
Journey Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Smart Segment Trigger
Add contacts on a smart segment to a journey.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Update Field
Update a field to a specific value.
Change Score
Increases or decrease a number field by a specific amount.
