Salesforce + Page Visit Tracking + Segment integration

Use Autopilot to create journeys that use the Salesforce, Page Visit Tracking and Segment integrations.

Marketing Automation ideas to integrate Salesforce, Page Visit Tracking and Segment.

Salesforce Campaign Trigger to Has Visited Page to Send Segment Event

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Salesforce Field Changed to Has Visited Page to Send Segment Event

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Page Visited to Create Salesforce Opportunity to Send Segment Event

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Page Visited to Assign Salesforce Lead to Send Segment Event

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Page Visited to Set Salesforce Campaign Member Status to Send Segment Event

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Page Visited to Add Salesforce Task to Send Segment Event

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Page Visited to Check Salesforce Field to Send Segment Event

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Page Visited to Check Salesforce Campaign Member Status to Send Segment Event

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Page Visited to Assign Salesforce Lead to Group to Send Segment Event

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Page Visited to Update Salesforce Field to Send Segment Event

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Page Visited to Send Segment Event to Create Salesforce Opportunity

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Page Visited to Send Segment Event to Assign Salesforce Lead

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Page Visited to Send Segment Event to Set Salesforce Campaign Member Status

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Page Visited to Send Segment Event to Add Salesforce Task

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Page Visited to Send Segment Event to Assign Salesforce Lead to Group

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Page Visited to Send Segment Event to Update Salesforce Field

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Segment Event to Has Visited Page to Create Salesforce Opportunity

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Segment Event to Has Visited Page to Assign Salesforce Lead

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Segment Event to Has Visited Page to Set Salesforce Campaign Member Status

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Segment Event to Has Visited Page to Add Salesforce Task

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Segment Event to Has Visited Page to Assign Salesforce Lead to Group

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Segment Event to Has Visited Page to Update Salesforce Field

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Page Visited to Check Salesforce Field to Send Segment Event

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Salesforce Field Changed to Has Visited Page to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Has Visited Page to Assign Salesforce Lead

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Page Visited to Set Salesforce Campaign Member Status to Send Segment Event

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Page Visited to Send Segment Event to Set Salesforce Campaign Member Status

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Segment Event to Has Visited Page to Assign Salesforce Lead

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Page Visited to Send Segment Event to Update Salesforce Field

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Page Visited to Add Salesforce Task to Send Segment Event

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Salesforce Campaign Trigger to Has Visited Page to Add Salesforce Task

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Salesforce Field Changed to Has Visited Page to Update Salesforce Field

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Segment Event to Has Visited Page to Set Salesforce Campaign Member Status

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Page Visited to Assign Salesforce Lead to Send Segment Event

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Page Visited to Has Visited Page to Assign Salesforce Lead

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Page Visited to Has Visited Page to Create Salesforce Opportunity

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Page Visited to Has Visited Page to Add Salesforce Task

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Segment Event to Has Visited Page to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Has Visited Page to Set Salesforce Campaign Member Status

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Page Visited to Send Segment Event to Create Salesforce Opportunity

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Segment Event to Has Visited Page to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Has Visited Page to Send Segment Event

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Showing 42 journey ideas for Salesforce, Page Visit Tracking and Segment

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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Page Visit Tracking integration and the Segment 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).
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
Segment Event
Add a contact to a journey when they perform a Segment event.

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.
Has Visited Page
Check if a contact has visited a specific page, or a page that 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.
Send Segment Event
Send a contextual Segment Event.

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, Page Visit Tracking and Segment.