Custom Fields + Slack + LiveChat integration
Use Autopilot to create journeys that use the Custom Fields, Slack and LiveChat integrations.
Marketing Automation ideas to integrate Custom Fields, Slack and LiveChat.
LiveChat Tag to Update Field to Send Slack Message
LiveChat Tag to Check Field to Send Slack Message
LiveChat Tag to Send Slack Message to Update Field
Field Match to Check Field to Send Slack Message
LiveChat Tag to Update Field to Send Slack Message
Field Match to Update Field to Send Slack Message
LiveChat Tag to Send Slack Message to Update Field
LiveChat Tag to Check Field to Send Slack Message
Field Match to Send Slack Message to Update Field
Showing 9 journey ideas for Custom Fields, Slack 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 Slack integration
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.
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, Slack 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).
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).
Journey Actions
Update Field
Update a field to a specific value.
Send Slack Message
Send a contextual Slack message to a Slack channel.
