Lead Scoring + Custom Fields + Trello integration
Use Autopilot to create journeys that use the Lead Scoring, Custom Fields and Trello integrations.
Marketing Automation ideas to integrate Lead Scoring, Custom Fields and Trello.
Field Match to Change Score to Add Trello Card
Field Match to Add Trello Card to Change Score
Field Match to Check Field to Change Score
Field Match to Change Score to Add Trello Card
Field Match to Add Trello Card to Change Score
Field Match to Update Field to Change Score
Field Match to Change Score to Update Field
Showing 7 journey ideas for Lead Scoring, Custom Fields and Trello
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lead Scoring integration, Custom Fields integration and the Trello 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).
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.
Add Trello Card
Adds a Trello card to a board.
