Forms + Custom Fields + Smart Segments integration
Use Autopilot to create journeys that use the Forms, Custom Fields and Smart Segments integrations.
Marketing Automation ideas to integrate Forms, Custom Fields and Smart Segments.
Smart Segment Trigger to Has Submitted Form to Update Field
Smart Segment Trigger to Has Submitted Form to Update Field
Field Match to Has Submitted Form to Update Field
Form Submitted to Has Submitted Form to Update Field
Showing 4 journey ideas for Forms, Custom Fields and Smart Segments
About the Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Forms integration, Custom Fields integration and the Smart Segments integration.
Journey Triggers
Form Submitted
Add a contact to a journey when they submit a form.
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
Has Submitted Form
Check if a contact has previously submitted a specific form.
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.
