Salesforce + Smart Segments + Trello integration
Use Autopilot to create journeys that use the Salesforce, Smart Segments and Trello integrations.
Marketing Automation ideas to integrate Salesforce, Smart Segments and Trello.
Smart Segment Trigger to Create Salesforce Opportunity to Add Trello Card
Smart Segment Trigger to Assign Salesforce Lead to Add Trello Card
Smart Segment Trigger to Set Salesforce Campaign Member Status to Add Trello Card
Smart Segment Trigger to Add Salesforce Task to Add Trello Card
Smart Segment Trigger to Check Salesforce Field to Add Trello Card
Smart Segment Trigger to Check Salesforce Campaign Member Status to Add Trello Card
Smart Segment Trigger to Assign Salesforce Lead to Group to Add Trello Card
Smart Segment Trigger to Update Salesforce Field to Add Trello Card
Smart Segment Trigger to Add Trello Card to Create Salesforce Opportunity
Smart Segment Trigger to Add Trello Card to Assign Salesforce Lead
Smart Segment Trigger to Add Trello Card to Set Salesforce Campaign Member Status
Smart Segment Trigger to Add Trello Card to Add Salesforce Task
Smart Segment Trigger to Add Trello Card to Assign Salesforce Lead to Group
Smart Segment Trigger to Add Trello Card to Update Salesforce Field
Smart Segment Trigger to Add Salesforce Task to Add Trello Card
Smart Segment Trigger to Add Trello Card to Create Salesforce Opportunity
Smart Segment Trigger to Add Trello Card to Assign Salesforce Lead to Group
Smart Segment Trigger to Assign Salesforce Lead to Add Trello Card
Smart Segment Trigger to Check Salesforce Field to Add Trello Card
Smart Segment Trigger to Add Trello Card to Set Salesforce Campaign Member Status
Smart Segment Trigger to Create Salesforce Opportunity to Add Trello Card
Smart Segment Trigger to Add Trello Card to Add Salesforce Task
Smart Segment Trigger to Set Salesforce Campaign Member Status to Add Trello Card
Smart Segment Trigger to Add Trello Card to Assign Salesforce Lead
Smart Segment Trigger to Check Salesforce Campaign Member Status to Add Trello Card
Smart Segment Trigger to Update Salesforce Field to Add Trello Card
Smart Segment Trigger to Add Trello Card to Update Salesforce Field
Smart Segment Trigger to Assign Salesforce Lead to Group to Add Trello Card
Showing 28 journey ideas for Salesforce, Smart Segments and Trello
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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Smart Segments integration and the Trello 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.
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.
Add Trello Card
Adds a Trello card to a board.
