Lead Scoring + Smart Segments + Salesforce integration
Use Autopilot to create journeys that use the Lead Scoring, Smart Segments and Salesforce integrations.
Marketing Automation ideas to integrate Lead Scoring, Smart Segments and Salesforce.
Smart Segment Trigger to Change Score to Create Salesforce Opportunity
Smart Segment Trigger to Change Score to Assign Salesforce Lead
Smart Segment Trigger to Change Score to Set Salesforce Campaign Member Status
Smart Segment Trigger to Change Score to Add Salesforce Task
Smart Segment Trigger to Change Score to Assign Salesforce Lead to Group
Smart Segment Trigger to Change Score to Update Salesforce Field
Smart Segment Trigger to Create Salesforce Opportunity to Change Score
Smart Segment Trigger to Assign Salesforce Lead to Change Score
Smart Segment Trigger to Set Salesforce Campaign Member Status to Change Score
Smart Segment Trigger to Add Salesforce Task to Change Score
Smart Segment Trigger to Check Salesforce Field to Change Score
Smart Segment Trigger to Check Salesforce Campaign Member Status to Change Score
Smart Segment Trigger to Assign Salesforce Lead to Group to Change Score
Smart Segment Trigger to Update Salesforce Field to Change Score
Smart Segment Trigger to Change Score to Assign Salesforce Lead
Smart Segment Trigger to Change Score to Add Salesforce Task
Smart Segment Trigger to Assign Salesforce Lead to Change Score
Smart Segment Trigger to Add Salesforce Task to Change Score
Smart Segment Trigger to Update Salesforce Field to Change Score
Smart Segment Trigger to Set Salesforce Campaign Member Status to Change Score
Smart Segment Trigger to Create Salesforce Opportunity to Change Score
Smart Segment Trigger to Change Score to Set Salesforce Campaign Member Status
Smart Segment Trigger to Assign Salesforce Lead to Group to Change Score
Smart Segment Trigger to Check Salesforce Field to Change Score
Smart Segment Trigger to Change Score to Assign Salesforce Lead to Group
Smart Segment Trigger to Change Score to Update Salesforce Field
Smart Segment Trigger to Change Score to Create Salesforce Opportunity
Smart Segment Trigger to Check Salesforce Campaign Member Status to Change Score
Showing 28 journey ideas for Lead Scoring, Smart Segments and Salesforce
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 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 Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lead Scoring integration, Smart Segments integration and the Salesforce integration.
Journey Triggers
Smart Segment Trigger
Add contacts on a smart segment to a journey.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Conditions
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Journey Actions
Change Score
Increases or decrease a number field by a specific amount.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
