Forms + Smart Segments + Custom Fields integration
Use Autopilot to create journeys that use the Forms, Smart Segments and Custom Fields integrations.
Marketing Automation ideas to integrate Forms, Smart Segments and Custom Fields.
Smart Segment Trigger to Has Submitted Form to Update Field
Smart Segment Trigger to Has Submitted Form to Update Field
Showing 2 journey ideas for Forms, Smart Segments 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 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 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, Smart Segments integration and the Custom Fields integration.
Journey Triggers
Form Submitted
Add a contact to a journey when they submit a form.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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
Update Field
Update a field to a specific value.
