Custom Fields + LiveChat + Twilio integration
Use Autopilot to create journeys that use the Custom Fields, LiveChat and Twilio integrations.
Marketing Automation ideas to integrate Custom Fields, LiveChat and Twilio.
LiveChat Tag to Update Field to Send Twilio SMS
LiveChat Tag to Check Field to Send Twilio SMS
LiveChat Tag to Send Twilio SMS to Update Field
LiveChat Tag to Send Twilio SMS to Update Field
LiveChat Tag to Update Field to Send Twilio SMS
LiveChat Tag to Check Field to Send Twilio SMS
Showing 6 journey ideas for Custom Fields, LiveChat and Twilio
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 Twilio integration
Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, LiveChat integration and the Twilio 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.
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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.
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
