Custom Fields + Smart Segments + Sendgrid integration

Use Autopilot to create journeys that use the Custom Fields, Smart Segments and Sendgrid integrations.

Marketing Automation ideas to integrate Custom Fields, Smart Segments and Sendgrid.

Smart Segment Trigger to Update Field to Send Sendgrid Transactional Email

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Smart Segment Trigger to Check Field to Send Sendgrid Transactional Email

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Smart Segment Trigger to Send Sendgrid Transactional Email to Update Field

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Smart Segment Trigger to Update Field to Send Sendgrid Transactional Email

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Smart Segment Trigger to Send Sendgrid Transactional Email to Update Field

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Smart Segment Trigger to Check Field to Send Sendgrid Transactional Email

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Showing 6 journey ideas for Custom Fields, Smart Segments and Sendgrid

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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

About the Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Custom Fields integration, Smart Segments integration and the Sendgrid 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.

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 Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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, Smart Segments and Sendgrid.