Forms + Trello + LiveChat integration
Use Autopilot to create journeys that use the Forms, Trello and LiveChat integrations.
Marketing Automation ideas to integrate Forms, Trello and LiveChat.
LiveChat Tag to Has Submitted Form to Add Trello Card
LiveChat Tag to Has Submitted Form to Add Trello Card
Form Submitted to Has Submitted Form to Add Trello Card
Showing 3 journey ideas for Forms, Trello and LiveChat
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 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 Forms integration, Trello integration and the LiveChat integration.
Journey Triggers
Form Submitted
Add a contact to a journey when they submit a form.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
Conditions
Has Submitted Form
Check if a contact has previously submitted a specific form.
Journey Actions
Add Trello Card
Adds a Trello card to a board.
