Salesforce + Timers + LiveChat integration

Use Autopilot to create journeys that use the Salesforce, Timers and LiveChat integrations.

Marketing Automation ideas to integrate Salesforce, Timers and LiveChat.

LiveChat Tag to Create Salesforce Opportunity to Add Delay

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LiveChat Tag to Assign Salesforce Lead to Add Delay

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LiveChat Tag to Set Salesforce Campaign Member Status to Add Delay

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LiveChat Tag to Add Salesforce Task to Add Delay

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LiveChat Tag to Check Salesforce Field to Add Delay

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LiveChat Tag to Check Salesforce Campaign Member Status to Add Delay

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LiveChat Tag to Assign Salesforce Lead to Group to Add Delay

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LiveChat Tag to Update Salesforce Field to Add Delay

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LiveChat Tag to Add Delay to Create Salesforce Opportunity

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LiveChat Tag to Add Delay to Assign Salesforce Lead

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LiveChat Tag to Add Delay to Set Salesforce Campaign Member Status

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LiveChat Tag to Add Delay to Add Salesforce Task

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LiveChat Tag to Add Delay to Assign Salesforce Lead to Group

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LiveChat Tag to Add Delay to Update Salesforce Field

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Time Trigger to Assign Salesforce Lead to Add Delay

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LiveChat Tag to Create Salesforce Opportunity to Add Delay

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add Delay

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Salesforce Field Changed to Add Delay to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Assign Salesforce Lead to Add Delay

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Salesforce Campaign Trigger to Add Delay to Add Salesforce Task

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Salesforce Field Changed to Add Delay to Create Salesforce Opportunity

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Salesforce Field Changed to Update Salesforce Field to Add Delay

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LiveChat Tag to Add Delay to Assign Salesforce Lead

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Add Delay

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Salesforce Field Changed to Check Salesforce Field to Add Delay

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Salesforce Field Changed to Assign Salesforce Lead to Group to Add Delay

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Time Trigger to Add Delay to Assign Salesforce Lead to Group

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LiveChat Tag to Assign Salesforce Lead to Group to Add Delay

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LiveChat Tag to Add Delay to Create Salesforce Opportunity

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Time Trigger to Update Salesforce Field to Add Delay

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Time Trigger to Add Delay to Update Salesforce Field

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Time Trigger to Create Salesforce Opportunity to Add Delay

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Time Trigger to Set Salesforce Campaign Member Status to Add Delay

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Add Delay

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Showing 34 journey ideas for Salesforce, Timers and LiveChat

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 Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

About the LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Timers integration and the LiveChat 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).
Time Trigger
Add contacts on a list to a journey at a particular date and time.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

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 Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Timers and LiveChat.