Salesforce + Segment + Autopilot API integration
Use Autopilot to create journeys that use the Salesforce, Segment and Autopilot API integrations.
Marketing Automation ideas to integrate Salesforce, Segment and Autopilot API.
API Trigger to Create Salesforce Opportunity to Send Segment Event
API Trigger to Assign Salesforce Lead to Send Segment Event
API Trigger to Set Salesforce Campaign Member Status to Send Segment Event
API Trigger to Add Salesforce Task to Send Segment Event
API Trigger to Check Salesforce Field to Send Segment Event
API Trigger to Check Salesforce Campaign Member Status to Send Segment Event
API Trigger to Assign Salesforce Lead to Group to Send Segment Event
API Trigger to Update Salesforce Field to Send Segment Event
API Trigger to Send Segment Event to Create Salesforce Opportunity
API Trigger to Send Segment Event to Assign Salesforce Lead
API Trigger to Send Segment Event to Set Salesforce Campaign Member Status
API Trigger to Send Segment Event to Add Salesforce Task
API Trigger to Send Segment Event to Assign Salesforce Lead to Group
API Trigger to Send Segment Event to Update Salesforce Field
API Trigger to Send Segment Event to Update Salesforce Field
Segment Event to Send Segment Event to Update Salesforce Field
Segment Event to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead to Group
Segment Event to Send Segment Event to Set Salesforce Campaign Member Status
API Trigger to Update Salesforce Field to Send Segment Event
Salesforce Field Changed to Send Segment Event to Update Salesforce Field
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Segment Event
API Trigger to Send Segment Event to Assign Salesforce Lead
Segment Event to Create Salesforce Opportunity to Send Segment Event
Segment Event to Send Segment Event to Assign Salesforce Lead to Group
Salesforce Field Changed to Send Segment Event to Create Salesforce Opportunity
Segment Event to Send Segment Event to Assign Salesforce Lead
Segment Event to Assign Salesforce Lead to Send Segment Event
API Trigger to Send Segment Event to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Segment Event
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Field Changed to Update Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Segment Event
Showing 34 journey ideas for Salesforce, Segment and Autopilot API
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 Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
About the Autopilot API integration
The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Segment integration and the Autopilot API 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).
Segment Event
Add a contact to a journey when they perform a Segment event.
API Trigger
Add a contact to a journey using a custom API call.
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.
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.
