Salesforce + Custom Fields + LiveChat integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and LiveChat integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and LiveChat.
LiveChat Tag to Create Salesforce Opportunity to Update Field
LiveChat Tag to Assign Salesforce Lead to Update Field
LiveChat Tag to Set Salesforce Campaign Member Status to Update Field
LiveChat Tag to Add Salesforce Task to Update Field
LiveChat Tag to Check Salesforce Field to Update Field
LiveChat Tag to Check Salesforce Campaign Member Status to Update Field
LiveChat Tag to Assign Salesforce Lead to Group to Update Field
LiveChat Tag to Update Salesforce Field to Update Field
LiveChat Tag to Update Field to Create Salesforce Opportunity
LiveChat Tag to Update Field to Assign Salesforce Lead
LiveChat Tag to Update Field to Set Salesforce Campaign Member Status
LiveChat Tag to Update Field to Add Salesforce Task
LiveChat Tag to Update Field to Assign Salesforce Lead to Group
LiveChat Tag to Update Field to Update Salesforce Field
LiveChat Tag to Check Field to Create Salesforce Opportunity
LiveChat Tag to Check Field to Assign Salesforce Lead
LiveChat Tag to Check Field to Set Salesforce Campaign Member Status
LiveChat Tag to Check Field to Add Salesforce Task
LiveChat Tag to Check Field to Assign Salesforce Lead to Group
LiveChat Tag to Check Field to Update Salesforce Field
LiveChat Tag to Add Salesforce Task to Update Field
Salesforce Field Changed to Assign Salesforce Lead to Group to Update Field
Salesforce Field Changed to Check Field to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Update Field
LiveChat Tag to Check Field to Create Salesforce Opportunity
Salesforce Field Changed to Check Field to Create Salesforce Opportunity
Field Match to Update Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Field to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Update Field to Update Salesforce Field
LiveChat Tag to Update Field to Set Salesforce Campaign Member Status
LiveChat Tag to Assign Salesforce Lead to Group to Update Field
Salesforce Campaign Trigger to Update Field to Assign Salesforce Lead to Group
Salesforce Field Changed to Update Salesforce Field to Update Field
Salesforce Campaign Trigger to Update Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Update Salesforce Field to Update Field
Salesforce Campaign Trigger to Create Salesforce Opportunity to Update Field
Field Match to Check Salesforce Field to Update Field
Field Match to Check Field to Update Salesforce Field
Field Match to Update Field to Add Salesforce Task
Salesforce Campaign Trigger to Update Field to Set Salesforce Campaign Member Status
Showing 40 journey ideas for Salesforce, Custom Fields and LiveChat
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.
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 Salesforce integration, Custom Fields integration and the LiveChat integration.
Journey Triggers
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).
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 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey 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.
Update Field
Update a field to a specific value.
