Salesforce + Lead Scoring + LiveChat integration
Use Autopilot to create journeys that use the Salesforce, Lead Scoring and LiveChat integrations.
Marketing Automation ideas to integrate Salesforce, Lead Scoring and LiveChat.
Showing 34 journey ideas for Salesforce, Lead Scoring 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 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 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, Lead Scoring 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).
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.
Journey Actions