Salesforce + Segment + LiveChat integration
Use Autopilot to create journeys that use the Salesforce, Segment and LiveChat integrations.
Marketing Automation ideas to integrate Salesforce, Segment and LiveChat.
LiveChat Tag to Create Salesforce Opportunity to Send Segment Event
LiveChat Tag to Assign Salesforce Lead to Send Segment Event
LiveChat Tag to Set Salesforce Campaign Member Status to Send Segment Event
LiveChat Tag to Add Salesforce Task to Send Segment Event
LiveChat Tag to Check Salesforce Field to Send Segment Event
LiveChat Tag to Check Salesforce Campaign Member Status to Send Segment Event
LiveChat Tag to Assign Salesforce Lead to Group to Send Segment Event
LiveChat Tag to Update Salesforce Field to Send Segment Event
LiveChat Tag to Send Segment Event to Create Salesforce Opportunity
LiveChat Tag to Send Segment Event to Assign Salesforce Lead
LiveChat Tag to Send Segment Event to Set Salesforce Campaign Member Status
LiveChat Tag to Send Segment Event to Add Salesforce Task
LiveChat Tag to Send Segment Event to Assign Salesforce Lead to Group
LiveChat Tag to Send Segment Event to Update Salesforce Field
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Segment Event
LiveChat Tag to Update Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Create Salesforce Opportunity
Salesforce Field Changed to Create Salesforce Opportunity to Send Segment Event
Segment Event to Assign Salesforce Lead to Group to Send Segment Event
Salesforce Field Changed to Check Salesforce Field to Send Segment Event
Segment Event to Send Segment Event to Add Salesforce Task
Segment Event to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Segment Event
Segment Event to Send Segment Event to Set Salesforce Campaign Member Status
LiveChat Tag to Add Salesforce Task to Send Segment Event
Segment Event to Send Segment Event to Assign Salesforce Lead to Group
LiveChat Tag to Send Segment Event to Add Salesforce Task
Segment Event to Create Salesforce Opportunity to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Update Salesforce Field
Segment Event to Send Segment Event to Create Salesforce Opportunity
Segment Event to Check Salesforce Field to Send Segment Event
Segment Event to Update Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead to Group
Showing 34 journey ideas for Salesforce, Segment and LiveChat
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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Segment integration and the LiveChat 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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.
