Lead Scoring + Custom Fields + LiveChat integration
Use Autopilot to create journeys that use the Lead Scoring, Custom Fields and LiveChat integrations.
Marketing Automation ideas to integrate Lead Scoring, Custom Fields and LiveChat.
LiveChat Tag to Change Score to Update Field
LiveChat Tag to Update Field to Change Score
LiveChat Tag to Check Field to Change Score
Field Match to Check Field to Change Score
LiveChat Tag to Change Score to Update Field
Field Match to Update Field to Change Score
LiveChat Tag to Update Field to Change Score
LiveChat Tag to Check Field to Change Score
Field Match to Change Score to Update Field
Showing 9 journey ideas for Lead Scoring, Custom Fields and LiveChat
About the Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
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 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 Lead Scoring integration, Custom Fields integration and the LiveChat integration.
Journey Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Change Score
Increases or decrease a number field by a specific amount.
Update Field
Update a field to a specific value.
