Salesforce + Lists + Smart Segments integration

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

Marketing Automation ideas to integrate Salesforce, Lists and Smart Segments.

Smart Segment Trigger to Create Salesforce Opportunity to Add to List

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Smart Segment Trigger to Create Salesforce Opportunity to Remove From List

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Smart Segment Trigger to Assign Salesforce Lead to Add to List

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Smart Segment Trigger to Assign Salesforce Lead to Remove From List

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

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Remove From List

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Smart Segment Trigger to Add Salesforce Task to Add to List

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Smart Segment Trigger to Add Salesforce Task to Remove From List

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Smart Segment Trigger to Check Salesforce Field to Add to List

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Smart Segment Trigger to Check Salesforce Field to Remove From List

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

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

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Smart Segment Trigger to Assign Salesforce Lead to Group to Add to List

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Smart Segment Trigger to Assign Salesforce Lead to Group to Remove From List

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Smart Segment Trigger to Update Salesforce Field to Add to List

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Smart Segment Trigger to Update Salesforce Field to Remove From List

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Smart Segment Trigger to Add to List to Create Salesforce Opportunity

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Smart Segment Trigger to Add to List to Assign Salesforce Lead

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

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Smart Segment Trigger to Add to List to Add Salesforce Task

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Smart Segment Trigger to Add to List to Assign Salesforce Lead to Group

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Smart Segment Trigger to Add to List to Update Salesforce Field

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Smart Segment Trigger to Is on List or Segment to Create Salesforce Opportunity

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

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Smart Segment Trigger to Is on List or Segment to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Is on List or Segment to Add Salesforce Task

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Smart Segment Trigger to Is on List or Segment to Assign Salesforce Lead to Group

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Smart Segment Trigger to Is on List or Segment to Update Salesforce Field

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Smart Segment Trigger to Remove From List to Create Salesforce Opportunity

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Smart Segment Trigger to Remove From List to Assign Salesforce Lead

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Smart Segment Trigger to Remove From List to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Remove From List to Add Salesforce Task

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Smart Segment Trigger to Remove From List to Assign Salesforce Lead to Group

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Smart Segment Trigger to Remove From List to Update Salesforce Field

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Smart Segment Trigger to Check Lead Status to Create Salesforce Opportunity

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Smart Segment Trigger to Check Lead Status to Assign Salesforce Lead

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Smart Segment Trigger to Check Lead Status to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Check Lead Status to Add Salesforce Task

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Smart Segment Trigger to Check Lead Status to Assign Salesforce Lead to Group

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Smart Segment Trigger to Check Lead Status to Update Salesforce Field

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List Trigger to Add to List to Create Salesforce Opportunity

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Removed From List to Add Salesforce Task to Remove From List

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Remove From List

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Smart Segment Trigger to Add to List to Add Salesforce Task

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Salesforce Campaign Trigger to Is on List or Segment to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Lead Status to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to Add to List

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Remove From List

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Removed From List to Update Salesforce Field to Add to List

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Salesforce Field Changed to Create Salesforce Opportunity to Add to List

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Remove From List

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Salesforce Campaign Trigger to Remove From List to Assign Salesforce Lead to Group

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

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Salesforce Field Changed to Is on List or Segment to Assign Salesforce Lead to Group

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

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Smart Segment Trigger to Is on List or Segment to Set Salesforce Campaign Member Status

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

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Smart Segment Trigger to Add Salesforce Task to Add to List

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

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List Trigger to Is on List or Segment to Update Salesforce Field

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Showing 60 journey ideas for Salesforce, Lists and Smart Segments

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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lists integration and the Smart Segments 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.

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 Smart Segments.