Salesforce + Segment Integration

Use Autopilot to automate and integrate Salesforce and Segment.

Marketing Automation ideas to integrate Salesforce and Segment

Removed From List to Create Salesforce Opportunity

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Segment Event to Assign Salesforce Lead

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Segment Event to Check Delighted NPS Response to Update Salesforce Field

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Segment Event to AB Split to Assign Salesforce Lead

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Heap Event to Send Segment Event to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Update Salesforce Field to Send Segment Event

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Segment Event to Add Salesforce Task

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Salesforce Campaign Trigger to Send Segment Event

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Segment Event to Create Salesforce Opportunity to Show Headsup Message

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Segment Event to Add HubSpot CRM Deal to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead

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Segment Event to Add Salesforce Task

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Salesforce Campaign Trigger to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Set Salesforce Campaign Member Status

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Segment Event to Assign Salesforce Lead

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Heap Event to Send Segment Event

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Add Intercom Tag to Send Segment Event to Assign Salesforce Lead

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Salesforce Campaign Trigger to Send Segment Event

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Unsubscribed from Mailchimp Audience to Set Salesforce Campaign Member Status

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Heap Event to Add Salesforce Task

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Showing 20 of 1364 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.

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 and Segment.