Slack + Custom Fields + Email integration
Use Autopilot to create journeys that use the Slack, Custom Fields and Email integrations.
Marketing Automation ideas to integrate Slack, Custom Fields and Email.
Field Match to Send Slack Message to Send Email
Field Match to Check Email Status to Send Slack Message
Field Match to Send Email to Send Slack Message
Email Activity to Send Slack Message to Update Field
Email Activity to Update Field to Send Slack Message
Email Activity to Check Field to Send Slack Message
Email Activity to Update Field to Send Slack Message
Field Match to Send Email to Send Slack Message
Email Activity to Check Field to Send Slack Message
Email Activity to Send Slack Message to Update Field
Field Match to Send Slack Message to Update Field
Field Match to Check Field to Send Slack Message
Field Match to Send Slack Message to Send Email
Field Match to Update Field to Send Slack Message
Field Match to Check Email Status to Send Slack Message
Showing 15 journey ideas for Slack, Custom Fields and Email
About the Slack integration
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Custom Fields integration and the Email integration.
Journey Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Journey Actions
Send Slack Message
Send a contextual Slack message to a Slack channel.
Update Field
Update a field to a specific value.
Send Email
Send a contact a personalized marketing or transactional email.
