Salesforce + Smart Segments + Lists integration
Use Autopilot to create journeys that use the Salesforce, Smart Segments and Lists integrations.
Marketing Automation ideas to integrate Salesforce, Smart Segments and Lists.
Smart Segment Trigger to Create Salesforce Opportunity to Add to List
Smart Segment Trigger to Create Salesforce Opportunity to Remove From List
Smart Segment Trigger to Assign Salesforce Lead to Add to List
Smart Segment Trigger to Assign Salesforce Lead to Remove From List
Smart Segment Trigger to Set Salesforce Campaign Member Status to Add to List
Smart Segment Trigger to Set Salesforce Campaign Member Status to Remove From List
Smart Segment Trigger to Add Salesforce Task to Add to List
Smart Segment Trigger to Add Salesforce Task to Remove From List
Smart Segment Trigger to Check Salesforce Field to Add to List
Smart Segment Trigger to Check Salesforce Field to Remove From List
Smart Segment Trigger to Check Salesforce Campaign Member Status to Add to List
Smart Segment Trigger to Check Salesforce Campaign Member Status to Remove From List
Smart Segment Trigger to Assign Salesforce Lead to Group to Add to List
Smart Segment Trigger to Assign Salesforce Lead to Group to Remove From List
Smart Segment Trigger to Update Salesforce Field to Add to List
Smart Segment Trigger to Update Salesforce Field to Remove From List
Smart Segment Trigger to Add to List to Create Salesforce Opportunity
Smart Segment Trigger to Add to List to Assign Salesforce Lead
Smart Segment Trigger to Add to List to Set Salesforce Campaign Member Status
Smart Segment Trigger to Add to List to Add Salesforce Task
Smart Segment Trigger to Add to List to Assign Salesforce Lead to Group
Smart Segment Trigger to Add to List to Update Salesforce Field
Smart Segment Trigger to Is on List or Segment to Create Salesforce Opportunity
Smart Segment Trigger to Is on List or Segment to Assign Salesforce Lead
Smart Segment Trigger to Is on List or Segment to Set Salesforce Campaign Member Status
Smart Segment Trigger to Is on List or Segment to Add Salesforce Task
Smart Segment Trigger to Is on List or Segment to Assign Salesforce Lead to Group
Smart Segment Trigger to Is on List or Segment to Update Salesforce Field
Smart Segment Trigger to Remove From List to Create Salesforce Opportunity
Smart Segment Trigger to Remove From List to Assign Salesforce Lead
Smart Segment Trigger to Remove From List to Set Salesforce Campaign Member Status
Smart Segment Trigger to Remove From List to Add Salesforce Task
Smart Segment Trigger to Remove From List to Assign Salesforce Lead to Group
Smart Segment Trigger to Remove From List to Update Salesforce Field
Smart Segment Trigger to Check Lead Status to Create Salesforce Opportunity
Smart Segment Trigger to Check Lead Status to Assign Salesforce Lead
Smart Segment Trigger to Check Lead Status to Set Salesforce Campaign Member Status
Smart Segment Trigger to Check Lead Status to Add Salesforce Task
Smart Segment Trigger to Check Lead Status to Assign Salesforce Lead to Group
Smart Segment Trigger to Check Lead Status to Update Salesforce Field
Smart Segment Trigger to Check Lead Status to Add Salesforce Task
Smart Segment Trigger to Check Lead Status to Create Salesforce Opportunity
Smart Segment Trigger to Add to List to Add Salesforce Task
Smart Segment Trigger to Add to List to Assign Salesforce Lead
Smart Segment Trigger to Check Lead Status to Assign Salesforce Lead
Smart Segment Trigger to Check Salesforce Campaign Member Status to Remove From List
Smart Segment Trigger to Check Salesforce Campaign Member Status to Add to List
Smart Segment Trigger to Is on List or Segment to Assign Salesforce Lead to Group
Smart Segment Trigger to Is on List or Segment to Assign Salesforce Lead
Smart Segment Trigger to Is on List or Segment to Add Salesforce Task
Smart Segment Trigger to Assign Salesforce Lead to Add to List
Smart Segment Trigger to Remove From List to Update Salesforce Field
Smart Segment Trigger to Add Salesforce Task to Remove From List
Smart Segment Trigger to Remove From List to Set Salesforce Campaign Member Status
Smart Segment Trigger to Assign Salesforce Lead to Group to Add to List
Smart Segment Trigger to Assign Salesforce Lead to Remove From List
Smart Segment Trigger to Create Salesforce Opportunity to Add to List
Smart Segment Trigger to Update Salesforce Field to Add to List
Smart Segment Trigger to Is on List or Segment to Create Salesforce Opportunity
Smart Segment Trigger to Add to List to Update Salesforce Field
Showing 60 journey ideas for Salesforce, Smart Segments and Lists
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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Smart Segments integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
