Custom Fields + Smart Segments + Slack integration
Use Autopilot to create journeys that use the Custom Fields, Smart Segments and Slack integrations.
Marketing Automation ideas to integrate Custom Fields, Smart Segments and Slack.
Smart Segment Trigger to Update Field to Send Slack Message
Smart Segment Trigger to Check Field to Send Slack Message
Smart Segment Trigger to Send Slack Message to Update Field
Smart Segment Trigger to Update Field to Send Slack Message
Smart Segment Trigger to Check Field to Send Slack Message
Smart Segment Trigger to Send Slack Message to Update Field
Showing 6 journey ideas for Custom Fields, Smart Segments and Slack
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, Smart Segments integration and the Slack 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 Slack Message
Send a contextual Slack message to a Slack channel.
