Custom Fields + Lists + LiveChat integration
Use Autopilot to create journeys that use the Custom Fields, Lists and LiveChat integrations.
Marketing Automation ideas to integrate Custom Fields, Lists and LiveChat.
LiveChat Tag to Update Field to Add to List
LiveChat Tag to Update Field to Remove From List
LiveChat Tag to Check Field to Add to List
LiveChat Tag to Check Field to Remove From List
LiveChat Tag to Add to List to Update Field
LiveChat Tag to Is on List or Segment to Update Field
LiveChat Tag to Remove From List to Update Field
LiveChat Tag to Check Lead Status to Update Field
Removed From List to Check Field to Remove From List
List Trigger to Check Field to Add to List
Field Match to Update Field to Remove From List
Removed From List to Remove From List to Update Field
List Trigger to Check Lead Status to Update Field
Field Match to Update Field to Add to List
Removed From List to Check Lead Status to Update Field
LiveChat Tag to Check Field to Add to List
Field Match to Add to List to Update Field
LiveChat Tag to Remove From List to Update Field
Field Match to Is on List or Segment to Update Field
Removed From List to Is on List or Segment to Update Field
Removed From List to Check Field to Add to List
LiveChat Tag to Update Field to Remove From List
Removed From List to Update Field to Remove From List
LiveChat Tag to Add to List to Update Field
List Trigger to Update Field to Remove From List
LiveChat Tag to Is on List or Segment to Update Field
Removed From List to Add to List to Update Field
Field Match to Check Field to Remove From List
Showing 28 journey ideas for Custom Fields, Lists and LiveChat
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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, Lists integration and the LiveChat 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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.
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.
