Facebook + LiveChat + Salesforce integration
Use Autopilot to create journeys that use the Facebook, LiveChat and Salesforce integrations.
Marketing Automation ideas to integrate Facebook, LiveChat and Salesforce.
LiveChat Tag to Remove From Facebook Custom Audience to Create Salesforce Opportunity
LiveChat Tag to Remove From Facebook Custom Audience to Assign Salesforce Lead
LiveChat Tag to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status
LiveChat Tag to Remove From Facebook Custom Audience to Add Salesforce Task
LiveChat Tag to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group
LiveChat Tag to Remove From Facebook Custom Audience to Update Salesforce Field
LiveChat Tag to Add to Facebook Custom Audience to Create Salesforce Opportunity
LiveChat Tag to Add to Facebook Custom Audience to Assign Salesforce Lead
LiveChat Tag to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status
LiveChat Tag to Add to Facebook Custom Audience to Add Salesforce Task
LiveChat Tag to Add to Facebook Custom Audience to Assign Salesforce Lead to Group
LiveChat Tag to Add to Facebook Custom Audience to Update Salesforce Field
LiveChat Tag to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
LiveChat Tag to Has Submitted Facebook Lead Ad to Assign Salesforce Lead
LiveChat Tag to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status
LiveChat Tag to Has Submitted Facebook Lead Ad to Add Salesforce Task
LiveChat Tag to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group
LiveChat Tag to Has Submitted Facebook Lead Ad to Update Salesforce Field
LiveChat Tag to Create Salesforce Opportunity to Remove From Facebook Custom Audience
LiveChat Tag to Create Salesforce Opportunity to Add to Facebook Custom Audience
LiveChat Tag to Assign Salesforce Lead to Remove From Facebook Custom Audience
LiveChat Tag to Assign Salesforce Lead to Add to Facebook Custom Audience
LiveChat Tag to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience
LiveChat Tag to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience
LiveChat Tag to Add Salesforce Task to Remove From Facebook Custom Audience
LiveChat Tag to Add Salesforce Task to Add to Facebook Custom Audience
LiveChat Tag to Check Salesforce Field to Remove From Facebook Custom Audience
LiveChat Tag to Check Salesforce Field to Add to Facebook Custom Audience
LiveChat Tag to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience
LiveChat Tag to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience
LiveChat Tag to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
LiveChat Tag to Assign Salesforce Lead to Group to Add to Facebook Custom Audience
LiveChat Tag to Update Salesforce Field to Remove From Facebook Custom Audience
LiveChat Tag to Update Salesforce Field to Add to Facebook Custom Audience
LiveChat Tag to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
LiveChat Tag to Remove From Facebook Custom Audience to Create Salesforce Opportunity
LiveChat Tag to Add Salesforce Task to Add to Facebook Custom Audience
LiveChat Tag to Remove From Facebook Custom Audience to Update Salesforce Field
LiveChat Tag to Has Submitted Facebook Lead Ad to Update Salesforce Field
LiveChat Tag to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience
LiveChat Tag to Remove From Facebook Custom Audience to Assign Salesforce Lead
LiveChat Tag to Add to Facebook Custom Audience to Create Salesforce Opportunity
LiveChat Tag to Update Salesforce Field to Remove From Facebook Custom Audience
LiveChat Tag to Assign Salesforce Lead to Remove From Facebook Custom Audience
LiveChat Tag to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status
LiveChat Tag to Add to Facebook Custom Audience to Assign Salesforce Lead to Group
LiveChat Tag to Has Submitted Facebook Lead Ad to Add Salesforce Task
LiveChat Tag to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience
LiveChat Tag to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group
LiveChat Tag to Create Salesforce Opportunity to Add to Facebook Custom Audience
LiveChat Tag to Create Salesforce Opportunity to Remove From Facebook Custom Audience
LiveChat Tag to Add to Facebook Custom Audience to Add Salesforce Task
LiveChat Tag to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
LiveChat Tag to Check Salesforce Field to Remove From Facebook Custom Audience
Showing 54 journey ideas for Facebook, LiveChat and Salesforce
About the Facebook integration
Our Facebook integration takes your audiences and automatically syncs them with Facebook to help you grow them. Target customers similar to the ones in each of your audiences.
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 Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, LiveChat integration and the Salesforce integration.
Journey Triggers
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Conditions
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Journey Actions
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
