Salesforce + Smart Segments + Email integration
Use Autopilot to create journeys that use the Salesforce, Smart Segments and Email integrations.
Marketing Automation ideas to integrate Salesforce, Smart Segments and Email.
Smart Segment Trigger to Create Salesforce Opportunity to Send Email
Smart Segment Trigger to Assign Salesforce Lead to Send Email
Smart Segment Trigger to Set Salesforce Campaign Member Status to Send Email
Smart Segment Trigger to Add Salesforce Task to Send Email
Smart Segment Trigger to Check Salesforce Field to Send Email
Smart Segment Trigger to Check Salesforce Campaign Member Status to Send Email
Smart Segment Trigger to Assign Salesforce Lead to Group to Send Email
Smart Segment Trigger to Update Salesforce Field to Send Email
Smart Segment Trigger to Check Email Status to Create Salesforce Opportunity
Smart Segment Trigger to Check Email Status to Assign Salesforce Lead
Smart Segment Trigger to Check Email Status to Set Salesforce Campaign Member Status
Smart Segment Trigger to Check Email Status to Add Salesforce Task
Smart Segment Trigger to Check Email Status to Assign Salesforce Lead to Group
Smart Segment Trigger to Check Email Status to Update Salesforce Field
Smart Segment Trigger to Send Email to Create Salesforce Opportunity
Smart Segment Trigger to Send Email to Assign Salesforce Lead
Smart Segment Trigger to Send Email to Set Salesforce Campaign Member Status
Smart Segment Trigger to Send Email to Add Salesforce Task
Smart Segment Trigger to Send Email to Assign Salesforce Lead to Group
Smart Segment Trigger to Send Email to Update Salesforce Field
Smart Segment Trigger to Assign Salesforce Lead to Send Email
Smart Segment Trigger to Check Email Status to Update Salesforce Field
Smart Segment Trigger to Check Email Status to Assign Salesforce Lead to Group
Smart Segment Trigger to Send Email to Update Salesforce Field
Smart Segment Trigger to Add Salesforce Task to Send Email
Smart Segment Trigger to Check Salesforce Campaign Member Status to Send Email
Smart Segment Trigger to Send Email to Set Salesforce Campaign Member Status
Smart Segment Trigger to Check Email Status to Create Salesforce Opportunity
Smart Segment Trigger to Send Email to Add Salesforce Task
Smart Segment Trigger to Update Salesforce Field to Send Email
Smart Segment Trigger to Check Email Status to Set Salesforce Campaign Member Status
Smart Segment Trigger to Check Salesforce Field to Send Email
Smart Segment Trigger to Send Email to Assign Salesforce Lead
Smart Segment Trigger to Set Salesforce Campaign Member Status to Send Email
Smart Segment Trigger to Check Email Status to Add Salesforce Task
Smart Segment Trigger to Send Email to Create Salesforce Opportunity
Smart Segment Trigger to Send Email to Assign Salesforce Lead to Group
Smart Segment Trigger to Assign Salesforce Lead to Group to Send Email
Smart Segment Trigger to Create Salesforce Opportunity to Send Email
Smart Segment Trigger to Check Email Status to Assign Salesforce Lead
Showing 40 journey ideas for Salesforce, Smart Segments and Email
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 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.
About the Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Smart Segments integration and the Email 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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 Email
Send a contact a personalized marketing or transactional email.
