Segment + Salesforce Integration
Use Autopilot to automate and integrate Segment and Salesforce.
Marketing Automation ideas to integrate Segment and Salesforce
Segment Event to Update HubSpot Contact Field
Heap Event to Send Segment Event to Create Salesforce Opportunity
Typeform Submitted to Assign Salesforce Lead to Group
Segment Event to Change Score to Assign Salesforce Lead
Segment Event to Update HubSpot Contact Field to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Change Score
Heap Event to Set Salesforce Campaign Member Status
Salesforce Field Changed to Subscribe to Mailchimp audience
Segment Event to Update HubSpot Contact Field
Segment Event to Add Salesforce Task to Subscribe to Mailchimp audience
Salesforce Field Changed to Remove from Google Ads Audience
Segment Event to Create Salesforce Opportunity
Salesforce Campaign Trigger to Subscribe to Mailchimp audience
Salesforce Field Changed to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Remove from Google Ads Audience
Typeform Submitted to Send Segment Event to Assign Salesforce Lead to Group
Segment Event to Create Salesforce Opportunity to Subscribe to Mailchimp audience
Segment Event to Unsubscribe from Mailchimp Audience
Salesforce Campaign Trigger to Send Segment Event
Salesforce Field Changed to Unsubscribe from Mailchimp Audience to Send Segment Event
Showing 20 of 1137 Marketing Automation ideas using Autopilot's Segment and Salesforce integration.
About Segment
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
About Salesforce
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Segment integration.
Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
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.
Actions
Send Segment Event
Send a contextual Segment Event.
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.
Playbooks
Assign Pipedrive deals and activities to your sales team based on actions users take
Orchestrate Pipedrive from within Autopilot based on actions people take.
