Salesforce + Trello + Kissmetrics integration
Use Autopilot to create journeys that use the Salesforce, Trello and Kissmetrics integrations.
Marketing Automation ideas to integrate Salesforce, Trello and Kissmetrics.
Showing 24 journey ideas for Salesforce, Trello and Kissmetrics
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 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.
About the Kissmetrics integration
Kissmetrics is a person-based analytics package that makes it easy to track events and funnels online helping you focus on the important bits of your online business. Autopilot has this same capability and is an alternative to Kissmetrics.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Trello integration and the Kissmetrics 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).
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