Salesforce + Lists + LiveChat integration

Use Autopilot to create journeys that use the Salesforce, Lists and LiveChat integrations.

Marketing Automation ideas to integrate Salesforce, Lists and LiveChat.

LiveChat Tag to Create Salesforce Opportunity to Add to List

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LiveChat Tag to Create Salesforce Opportunity to Remove From List

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LiveChat Tag to Assign Salesforce Lead to Add to List

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LiveChat Tag to Assign Salesforce Lead to Remove From List

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LiveChat Tag to Set Salesforce Campaign Member Status to Add to List

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LiveChat Tag to Set Salesforce Campaign Member Status to Remove From List

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LiveChat Tag to Add Salesforce Task to Add to List

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LiveChat Tag to Add Salesforce Task to Remove From List

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LiveChat Tag to Check Salesforce Field to Add to List

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LiveChat Tag to Check Salesforce Field to Remove From List

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LiveChat Tag to Check Salesforce Campaign Member Status to Add to List

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LiveChat Tag to Check Salesforce Campaign Member Status to Remove From List

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LiveChat Tag to Assign Salesforce Lead to Group to Add to List

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LiveChat Tag to Assign Salesforce Lead to Group to Remove From List

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LiveChat Tag to Update Salesforce Field to Add to List

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LiveChat Tag to Update Salesforce Field to Remove From List

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LiveChat Tag to Add to List to Create Salesforce Opportunity

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LiveChat Tag to Add to List to Assign Salesforce Lead

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LiveChat Tag to Add to List to Set Salesforce Campaign Member Status

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LiveChat Tag to Add to List to Add Salesforce Task

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LiveChat Tag to Add to List to Assign Salesforce Lead to Group

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LiveChat Tag to Add to List to Update Salesforce Field

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LiveChat Tag to Is on List or Segment to Create Salesforce Opportunity

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LiveChat Tag to Is on List or Segment to Assign Salesforce Lead

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LiveChat Tag to Is on List or Segment to Set Salesforce Campaign Member Status

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LiveChat Tag to Is on List or Segment to Add Salesforce Task

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LiveChat Tag to Is on List or Segment to Assign Salesforce Lead to Group

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LiveChat Tag to Is on List or Segment to Update Salesforce Field

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LiveChat Tag to Remove From List to Create Salesforce Opportunity

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LiveChat Tag to Remove From List to Assign Salesforce Lead

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LiveChat Tag to Remove From List to Set Salesforce Campaign Member Status

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LiveChat Tag to Remove From List to Add Salesforce Task

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LiveChat Tag to Remove From List to Assign Salesforce Lead to Group

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LiveChat Tag to Remove From List to Update Salesforce Field

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LiveChat Tag to Check Lead Status to Create Salesforce Opportunity

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LiveChat Tag to Check Lead Status to Assign Salesforce Lead

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LiveChat Tag to Check Lead Status to Set Salesforce Campaign Member Status

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LiveChat Tag to Check Lead Status to Add Salesforce Task

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LiveChat Tag to Check Lead Status to Assign Salesforce Lead to Group

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LiveChat Tag to Check Lead Status to Update Salesforce Field

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List Trigger to Check Salesforce Campaign Member Status to Add to List

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Remove From List

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Salesforce Field Changed to Assign Salesforce Lead to Remove From List

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Salesforce Field Changed to Check Lead Status to Update Salesforce Field

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LiveChat Tag to Create Salesforce Opportunity to Add to List

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Salesforce Field Changed to Update Salesforce Field to Add to List

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LiveChat Tag to Add to List to Assign Salesforce Lead

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Removed From List to Update Salesforce Field to Remove From List

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Salesforce Campaign Trigger to Is on List or Segment to Assign Salesforce Lead

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Removed From List to Add to List to Update Salesforce Field

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List Trigger to Create Salesforce Opportunity to Add to List

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Removed From List to Add to List to Assign Salesforce Lead to Group

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List Trigger to Check Lead Status to Add Salesforce Task

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Salesforce Field Changed to Is on List or Segment to Set Salesforce Campaign Member Status

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LiveChat Tag to Is on List or Segment to Update Salesforce Field

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Removed From List to Update Salesforce Field to Add to List

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Remove From List

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Removed From List to Assign Salesforce Lead to Group to Remove From List

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Salesforce Campaign Trigger to Add to List to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Add to List to Assign Salesforce Lead

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Showing 60 journey ideas for Salesforce, Lists 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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

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, Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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, Lists and LiveChat.