Salesforce + Segment + Smart Segments integration
Use Autopilot to create journeys that use the Salesforce, Segment and Smart Segments integrations.
Marketing Automation ideas to integrate Salesforce, Segment and Smart Segments.
Smart Segment Trigger to Create Salesforce Opportunity to Send Segment Event
Smart Segment Trigger to Assign Salesforce Lead to Send Segment Event
Smart Segment Trigger to Set Salesforce Campaign Member Status to Send Segment Event
Smart Segment Trigger to Add Salesforce Task to Send Segment Event
Smart Segment Trigger to Check Salesforce Field to Send Segment Event
Smart Segment Trigger to Check Salesforce Campaign Member Status to Send Segment Event
Smart Segment Trigger to Assign Salesforce Lead to Group to Send Segment Event
Smart Segment Trigger to Update Salesforce Field to Send Segment Event
Smart Segment Trigger to Send Segment Event to Create Salesforce Opportunity
Smart Segment Trigger to Send Segment Event to Assign Salesforce Lead
Smart Segment Trigger to Send Segment Event to Set Salesforce Campaign Member Status
Smart Segment Trigger to Send Segment Event to Add Salesforce Task
Smart Segment Trigger to Send Segment Event to Assign Salesforce Lead to Group
Smart Segment Trigger to Send Segment Event to Update Salesforce Field
Salesforce Field Changed to Send Segment Event to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send Segment Event to Set Salesforce Campaign Member Status
Segment Event to Send Segment Event to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to Send Segment Event
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Segment Event
Segment Event to Send Segment Event to Add Salesforce Task
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Add Salesforce Task
Salesforce Field Changed to Send Segment Event to Add Salesforce Task
Segment Event to Send Segment Event to Update Salesforce Field
Smart Segment Trigger to Assign Salesforce Lead to Group to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead to Group
Salesforce Field Changed to Send Segment Event to Update Salesforce Field
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Segment Event
Smart Segment Trigger to Set Salesforce Campaign Member Status to Send Segment Event
Segment Event to Update Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Add Salesforce Task to Send Segment Event
Salesforce Campaign Trigger to Update Salesforce Field to Send Segment Event
Smart Segment Trigger to Check Salesforce Campaign Member Status to Send Segment Event
Salesforce Campaign Trigger to Check Salesforce Field to Send Segment Event
Showing 34 journey ideas for Salesforce, Segment and Smart Segments
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 Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Segment integration and the Smart Segments 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.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.
