Custom Fields + LiveChat + Lists integration
Use Autopilot to create journeys that use the Custom Fields, LiveChat and Lists integrations.
Marketing Automation ideas to integrate Custom Fields, LiveChat and Lists.
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
LiveChat Tag to Check Field to Add to List
LiveChat Tag to Add to List to Update Field
LiveChat Tag to Update Field to Remove From List
LiveChat Tag to Check Field to Remove From List
LiveChat Tag to Remove From List to Update Field
LiveChat Tag to Check Lead Status to Update Field
LiveChat Tag to Update Field to Add to List
LiveChat Tag to Is on List or Segment to Update Field
Showing 16 journey ideas for Custom Fields, LiveChat and Lists
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 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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, LiveChat integration and the Lists 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).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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.
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.
