Salesforce + Smart Segments Integration
Use Autopilot to automate and integrate Salesforce and Smart Segments.
Marketing Automation ideas to integrate Salesforce and Smart Segments
Smart Segment Trigger to Send Twilio SMS to Create Salesforce Opportunity
Smart Segment Trigger to Set Salesforce Campaign Member Status
Heap Event to Assign Salesforce Lead to Group
Smart Segment Trigger to Add Delay
Smart Segment Trigger to Add Salesforce Task
Smart Segment Trigger to Update HubSpot Contact Field to Assign Salesforce Lead
Smart Segment Trigger to Assign Salesforce Lead to Group
Smart Segment Trigger to Create Salesforce Opportunity
Smart Segment Trigger to Update Salesforce Field to Update HubSpot Contact Field
Smart Segment Trigger to Send Twilio SMS to Update Salesforce Field
Smart Segment Trigger to Add Delay to Assign Salesforce Lead
Smart Segment Trigger to Add Delay to Set Salesforce Campaign Member Status
Instapage Form Submitted to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Update Salesforce Field
Smart Segment Trigger to Create Salesforce Opportunity
Smart Segment Trigger to Assign Salesforce Lead to Group
Smart Segment Trigger to Assign Salesforce Lead to Add Delay
Smart Segment Trigger to Check Field to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Add Salesforce Task
Smart Segment Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status
Showing 20 of 474 Marketing Automation ideas using Autopilot's Salesforce and Smart Segments integration.
About Salesforce
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 Smart Segments
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 Salesforce integration.
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).
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.
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.
