Salesforce + Segment + Lists integration

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

Marketing Automation ideas to integrate Salesforce, Segment and Lists.

Salesforce Campaign Trigger to Send Segment Event to Add to List

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Salesforce Campaign Trigger to Send Segment Event to Remove From List

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Salesforce Campaign Trigger to Add to List to Send Segment Event

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Salesforce Campaign Trigger to Is on List or Segment to Send Segment Event

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Salesforce Campaign Trigger to Remove From List to Send Segment Event

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Salesforce Campaign Trigger to Check Lead Status to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Add to List

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Salesforce Field Changed to Send Segment Event to Remove From List

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Salesforce Field Changed to Add to List to Send Segment Event

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Salesforce Field Changed to Is on List or Segment to Send Segment Event

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Salesforce Field Changed to Remove From List to Send Segment Event

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Salesforce Field Changed to Check Lead Status to Send Segment Event

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Segment Event to Create Salesforce Opportunity to Add to List

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Segment Event to Create Salesforce Opportunity to Remove From List

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Segment Event to Assign Salesforce Lead to Add to List

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Segment Event to Assign Salesforce Lead to Remove From List

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Segment Event to Set Salesforce Campaign Member Status to Add to List

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Segment Event to Set Salesforce Campaign Member Status to Remove From List

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Segment Event to Add Salesforce Task to Add to List

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Segment Event to Add Salesforce Task to Remove From List

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Segment Event to Check Salesforce Field to Add to List

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Segment Event to Check Salesforce Field to Remove From List

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Segment Event to Check Salesforce Campaign Member Status to Add to List

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Segment Event to Check Salesforce Campaign Member Status to Remove From List

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Segment Event to Assign Salesforce Lead to Group to Add to List

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Segment Event to Assign Salesforce Lead to Group to Remove From List

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Segment Event to Update Salesforce Field to Add to List

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Segment Event to Update Salesforce Field to Remove From List

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Segment Event to Add to List to Create Salesforce Opportunity

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Segment Event to Add to List to Assign Salesforce Lead

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Segment Event to Add to List to Set Salesforce Campaign Member Status

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Segment Event to Add to List to Add Salesforce Task

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Segment Event to Add to List to Assign Salesforce Lead to Group

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Segment Event to Add to List to Update Salesforce Field

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Segment Event to Is on List or Segment to Create Salesforce Opportunity

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Segment Event to Is on List or Segment to Assign Salesforce Lead

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

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Segment Event to Is on List or Segment to Add Salesforce Task

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Segment Event to Is on List or Segment to Assign Salesforce Lead to Group

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

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Segment Event to Remove From List to Create Salesforce Opportunity

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Segment Event to Remove From List to Assign Salesforce Lead

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Segment Event to Remove From List to Set Salesforce Campaign Member Status

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Segment Event to Remove From List to Add Salesforce Task

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Segment Event to Remove From List to Assign Salesforce Lead to Group

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Segment Event to Remove From List to Update Salesforce Field

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Segment Event to Check Lead Status to Create Salesforce Opportunity

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Segment Event to Check Lead Status to Assign Salesforce Lead

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Segment Event to Check Lead Status to Set Salesforce Campaign Member Status

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Segment Event to Check Lead Status to Add Salesforce Task

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Segment Event to Check Lead Status to Assign Salesforce Lead to Group

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Segment Event to Check Lead Status to Update Salesforce Field

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List Trigger to Create Salesforce Opportunity to Send Segment Event

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List Trigger to Assign Salesforce Lead to Send Segment Event

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List Trigger to Set Salesforce Campaign Member Status to Send Segment Event

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List Trigger to Add Salesforce Task to Send Segment Event

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List Trigger to Check Salesforce Field to Send Segment Event

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List Trigger to Check Salesforce Campaign Member Status to Send Segment Event

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List Trigger to Assign Salesforce Lead to Group to Send Segment Event

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List Trigger to Update Salesforce Field to Send Segment Event

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List Trigger to Send Segment Event to Create Salesforce Opportunity

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List Trigger to Send Segment Event to Assign Salesforce Lead

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List Trigger to Send Segment Event to Set Salesforce Campaign Member Status

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List Trigger to Send Segment Event to Add Salesforce Task

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List Trigger to Send Segment Event to Assign Salesforce Lead to Group

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List Trigger to Send Segment Event to Update Salesforce Field

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Removed From List to Create Salesforce Opportunity to Send Segment Event

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Removed From List to Assign Salesforce Lead to Send Segment Event

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Removed From List to Set Salesforce Campaign Member Status to Send Segment Event

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Removed From List to Add Salesforce Task to Send Segment Event

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Removed From List to Check Salesforce Field to Send Segment Event

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Removed From List to Check Salesforce Campaign Member Status to Send Segment Event

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Removed From List to Assign Salesforce Lead to Group to Send Segment Event

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Removed From List to Update Salesforce Field to Send Segment Event

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Removed From List to Send Segment Event to Create Salesforce Opportunity

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Removed From List to Send Segment Event to Assign Salesforce Lead

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Removed From List to Send Segment Event to Set Salesforce Campaign Member Status

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Removed From List to Send Segment Event to Add Salesforce Task

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Removed From List to Send Segment Event to Assign Salesforce Lead to Group

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Removed From List to Send Segment Event to Update Salesforce Field

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Segment Event to Is on List or Segment to Assign Salesforce Lead

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Removed From List to Assign Salesforce Lead to Group to Send Segment Event

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Removed From List to Assign Salesforce Lead to Send Segment Event

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Segment Event to Send Segment Event to Assign Salesforce Lead

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Segment Event to Assign Salesforce Lead to Remove From List

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Salesforce Campaign Trigger to Send Segment Event to Create Salesforce Opportunity

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Salesforce Field Changed to Check Salesforce Field to Send Segment Event

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Segment Event to Check Lead Status to Update Salesforce Field

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List Trigger to Check Salesforce Campaign Member Status to Send Segment Event

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Removed From List to Send Segment Event to Create Salesforce Opportunity

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Salesforce Field Changed to Check Lead Status to Send Segment Event

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Segment Event to Add Salesforce Task to Send Segment Event

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Segment Event to Check Salesforce Field to Send Segment Event

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Segment Event to Add to List to Create Salesforce Opportunity

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Segment Event to Update Salesforce Field to Remove From List

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Segment Event to Send Segment Event to Add Salesforce Task

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Salesforce Campaign Trigger to Add Salesforce Task to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Remove From List

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List Trigger to Add Salesforce Task to Send Segment Event

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List Trigger to Send Segment Event to Assign Salesforce Lead

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Showing 100 journey ideas for Salesforce, Segment and Lists

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 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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Segment integration and the Lists 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.
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.

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.
Send Segment Event
Send a contextual Segment Event.
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, Segment and Lists.