Custom Fields + Lists + Email integration

Use Autopilot to create journeys that use the Custom Fields, Lists and Email integrations.

Marketing Automation ideas to integrate Custom Fields, Lists and Email.

Field Match to Add to List to Send Email

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Field Match to Is on List or Segment to Send Email

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Field Match to Remove From List to Send Email

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Field Match to Check Lead Status to Send Email

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Field Match to Check Email Status to Add to List

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Field Match to Check Email Status to Remove From List

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Field Match to Send Email to Add to List

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Field Match to Send Email to Remove From List

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List Trigger to Update Field to Send Email

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List Trigger to Check Field to Send Email

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List Trigger to Check Email Status to Update Field

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List Trigger to Send Email to Update Field

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Removed From List to Update Field to Send Email

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Removed From List to Check Field to Send Email

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Removed From List to Check Email Status to Update Field

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Removed From List to Send Email to Update Field

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Email Activity to Update Field to Add to List

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Email Activity to Update Field to Remove From List

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Email Activity to Check Field to Add to List

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Email Activity to Check Field to Remove From List

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Email Activity to Add to List to Update Field

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Email Activity to Is on List or Segment to Update Field

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Email Activity to Remove From List to Update Field

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Email Activity to Check Lead Status to Update Field

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Removed From List to Update Field to Remove From List

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Field Match to Check Email Status to Add to List

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Field Match to Remove From List to Send Email

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List Trigger to Check Field to Send Email

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List Trigger to Check Lead Status to Update Field

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Email Activity to Check Field to Add to List

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List Trigger to Check Field to Add to List

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List Trigger to Remove From List to Update Field

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Field Match to Add to List to Send Email

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Field Match to Is on List or Segment to Update Field

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Field Match to Add to List to Update Field

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List Trigger to Update Field to Remove From List

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Field Match to Check Field to Remove From List

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Email Activity to Is on List or Segment to Update Field

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Removed From List to Add to List to Update Field

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Field Match to Update Field to Add to List

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Field Match to Update Field to Remove From List

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List Trigger to Is on List or Segment to Update Field

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List Trigger to Check Field to Remove From List

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Field Match to Check Field to Add to List

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Showing 44 journey ideas for Custom Fields, Lists and Email

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Custom Fields integration, Lists integration and the Email 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

Journey Actions

Update Field
Update a field to a specific value.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
Send Email
Send a contact a personalized marketing or transactional email.

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, Lists and Email.