Forms + Segment + Custom Fields integration

Use Autopilot to create journeys that use the Forms, Segment and Custom Fields integrations.

Marketing Automation ideas to integrate Forms, Segment and Custom Fields.

Form Submitted to Send Segment Event to Update Field

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Form Submitted to Update Field to Send Segment Event

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Form Submitted to Check Field to Send Segment Event

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Segment Event to Has Submitted Form to Update Field

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Field Match to Has Submitted Form to Send Segment Event

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Form Submitted to Has Submitted Form to Send Segment Event

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Form Submitted to Check Field to Send Segment Event

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Field Match to Has Submitted Form to Send Segment Event

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Form Submitted to Send Segment Event to Update Field

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Form Submitted to Update Field to Send Segment Event

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Segment Event to Has Submitted Form to Send Segment Event

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Segment Event to Has Submitted Form to Update Field

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Showing 12 journey ideas for Forms, Segment and Custom Fields

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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Forms integration, Segment integration and the Custom Fields integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
Segment Event
Add a contact to a journey when they perform a Segment event.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

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

Send Segment Event
Send a contextual Segment Event.
Update Field
Update a field to a specific value.

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 Forms, Segment and Custom Fields.