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

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LiveChat Tag to Assign Salesforce Lead to Update Field

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LiveChat Tag to Set Salesforce Campaign Member Status to Update Field

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LiveChat Tag to Add Salesforce Task to Update Field

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LiveChat Tag to Check Salesforce Field to Update Field

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LiveChat Tag to Check Salesforce Campaign Member Status to Update Field

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LiveChat Tag to Assign Salesforce Lead to Group to Update Field

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LiveChat Tag to Update Salesforce Field to Update Field

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LiveChat Tag to Update Field to Create Salesforce Opportunity

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LiveChat Tag to Update Field to Assign Salesforce Lead

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LiveChat Tag to Update Field to Set Salesforce Campaign Member Status

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LiveChat Tag to Update Field to Add Salesforce Task

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LiveChat Tag to Update Field to Assign Salesforce Lead to Group

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LiveChat Tag to Update Field to Update Salesforce Field

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LiveChat Tag to Check Field to Create Salesforce Opportunity

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LiveChat Tag to Check Field to Assign Salesforce Lead

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LiveChat Tag to Check Field to Set Salesforce Campaign Member Status

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LiveChat Tag to Check Field to Add Salesforce Task

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LiveChat Tag to Check Field to Assign Salesforce Lead to Group

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LiveChat Tag to Check Field to Update Salesforce Field

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LiveChat Tag to Update Field to Assign Salesforce Lead to Group

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LiveChat Tag to Set Salesforce Campaign Member Status to Update Field

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Salesforce Field Changed to Update Field to Update Salesforce Field

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Field Match to Add Salesforce Task to Update Field

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Field Match to Check Field to Assign Salesforce Lead to Group

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LiveChat Tag to Assign Salesforce Lead to Update Field

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Salesforce Field Changed to Check Field to Update Salesforce Field

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Salesforce Field Changed to Check Field to Set Salesforce Campaign Member Status

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Field Match to Update Field to Assign Salesforce Lead

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Field Match to Check Field to Create Salesforce Opportunity

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LiveChat Tag to Update Field to Create Salesforce Opportunity

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Field Match to Set Salesforce Campaign Member Status to Update Field

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Salesforce Campaign Trigger to Check Salesforce Field to Update Field

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Salesforce Field Changed to Assign Salesforce Lead to Update Field

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Salesforce Field Changed to Update Field to Assign Salesforce Lead

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Salesforce Field Changed to Check Salesforce Field to Update Field

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LiveChat Tag to Check Field to Update Salesforce Field

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Salesforce Campaign Trigger to Update Field to Add Salesforce Task

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Update Field

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Update Field

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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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Custom Fields and LiveChat.