LiveChat + Salesforce Integration
Use Autopilot to automate and integrate LiveChat and Salesforce.
Marketing Automation ideas to integrate LiveChat and Salesforce
LiveChat Tag to Create Salesforce Opportunity
LiveChat Tag to Check Salesforce Field to Update Field
LiveChat Tag to Update Field
LiveChat Tag to Assign Salesforce Lead to Group
LiveChat Tag to Add Salesforce Task
LiveChat Tag to Update Field to Create Salesforce Opportunity
LiveChat Tag to Remove From List to Create Salesforce Opportunity
LiveChat Tag to Assign Salesforce Lead to Add Delay
LiveChat Tag to Update Salesforce Field to Change Score
LiveChat Tag to Set Salesforce Campaign Member Status to Add to Google Ads Audience
LiveChat Tag to Assign Salesforce Lead
LiveChat Tag to Update Salesforce Field
LiveChat Tag to Add Salesforce Task
LiveChat Tag to Assign Salesforce Lead to Send Push Notification
Salesforce Campaign Trigger to Change Score
LiveChat Tag to Remove From List
Salesforce Field Changed to Change Score
LiveChat Tag to Add to Google Ads Audience to Update Salesforce Field
LiveChat Tag to Change Score to Create Salesforce Opportunity
LiveChat Tag to Update Salesforce Field
Showing 20 of 624 Marketing Automation ideas using Autopilot's LiveChat and Salesforce integration.
About LiveChat
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.
About Salesforce
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 LiveChat integration.
Triggers
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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.
Actions
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.
