Salesforce + Segment + Sendgrid integration

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

Marketing Automation ideas to integrate Salesforce, Segment and Sendgrid.

Salesforce Campaign Trigger to Send Segment Event to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email to Send Segment Event

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Segment Event to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Segment Event to Assign Salesforce Lead to Send Sendgrid Transactional Email

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Segment Event to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Segment Event to Add Salesforce Task to Send Sendgrid Transactional Email

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Segment Event to Check Salesforce Field to Send Sendgrid Transactional Email

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Segment Event to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Segment Event to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

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Segment Event to Update Salesforce Field to Send Sendgrid Transactional Email

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Segment Event to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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Segment Event to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Segment Event to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Segment Event to Send Sendgrid Transactional Email to Add Salesforce Task

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Segment Event to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Segment Event to Send Sendgrid Transactional Email to Update Salesforce Field

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Segment Event to Add Salesforce Task to Send Segment Event

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Segment Event to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Segment Event to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Salesforce Campaign Trigger to Send Segment Event to Send Sendgrid Transactional Email

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Salesforce Field Changed to Create Salesforce Opportunity to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Assign Salesforce Lead to Group

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Segment Event to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

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Segment Event to Update Salesforce Field to Send Segment Event

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Segment Event to Add Salesforce Task to Send Sendgrid Transactional Email

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Segment Event to Check Salesforce Field to Send Segment Event

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Salesforce Campaign Trigger to Check Salesforce Field to Send Segment Event

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Segment Event to Create Salesforce Opportunity to Send Segment Event

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Segment Event

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Segment Event to Assign Salesforce Lead to Send Sendgrid Transactional Email

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Segment Event to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Segment Event to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Segment Event to Send Segment Event to Create Salesforce Opportunity

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Salesforce Field Changed to Add Salesforce Task to Send Segment Event

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Segment Event to Check Salesforce Field to Send Sendgrid Transactional Email

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

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Showing 38 journey ideas for Salesforce, Segment and Sendgrid

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

Create your own marketing automation journey

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

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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Sendgrid.