Salesforce + Segment Integration
Use Autopilot to automate and integrate Salesforce and Segment.
Marketing Automation ideas to integrate Salesforce and Segment
Field Match to Send Segment Event to Assign Salesforce Lead
Segment Event to Assign Salesforce Lead to Group
Typeform Submitted to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event
Segment Event to Assign Salesforce Lead to Group
Field Match to Send Segment Event
Segment Event to Set Salesforce Campaign Member Status to Update Field
Segment Event to Send Push Notification
Segment Event to Check Email Status to Set Salesforce Campaign Member Status
Segment Event to Send Amplitude Event
Segment Event to Update Salesforce Field
Salesforce Field Changed to Update Field
Segment Event to Set Salesforce Campaign Member Status to Send Amplitude Event
Segment Event to Update Field to Set Salesforce Campaign Member Status
Field Match to Set Salesforce Campaign Member Status to Send Segment Event
Segment Event to Add Salesforce Task to Send Amplitude Event
Salesforce Field Changed to Send Segment Event to Send Kissmetrics Event
Salesforce Field Changed to Send Amplitude Event
Field Match to Add Salesforce Task to Send Segment Event
New HubSpot CRM Contact to Send Segment Event to Set Salesforce Campaign Member Status
Showing 20 of 1121 Marketing Automation ideas using Autopilot's Salesforce and Segment integration.
About Salesforce
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 Segment
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 Salesforce integration.
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).
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.
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.
Playbooks
Assign Pipedrive deals and activities to your sales team based on actions users take
Orchestrate Pipedrive from within Autopilot based on actions people take.
