Custom Fields + Trello + LiveChat integration
Use Autopilot to create journeys that use the Custom Fields, Trello and LiveChat integrations.
Marketing Automation ideas to integrate Custom Fields, Trello and LiveChat.
LiveChat Tag to Update Field to Add Trello Card
LiveChat Tag to Check Field to Add Trello Card
LiveChat Tag to Add Trello Card to Update Field
Field Match to Update Field to Add Trello Card
Field Match to Check Field to Add Trello Card
LiveChat Tag to Update Field to Add Trello Card
LiveChat Tag to Add Trello Card to Update Field
Field Match to Add Trello Card to Update Field
LiveChat Tag to Check Field to Add Trello Card
Showing 9 journey ideas for Custom Fields, Trello 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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
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, Trello 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.
Add Trello Card
Adds a Trello card to a board.
