Slack + Custom Fields + Forms integration
Use Autopilot to create journeys that use the Slack, Custom Fields and Forms integrations.
Marketing Automation ideas to integrate Slack, Custom Fields and Forms.
Field Match to Has Submitted Form to Send Slack Message
Form Submitted to Send Slack Message to Update Field
Form Submitted to Update Field to Send Slack Message
Form Submitted to Check Field to Send Slack Message
Form Submitted to Update Field to Send Slack Message
Field Match to Has Submitted Form to Send Slack Message
Field Match to Send Slack Message to Update Field
Field Match to Check Field to Send Slack Message
Form Submitted to Check Field to Send Slack Message
Field Match to Update Field to Send Slack Message
Form Submitted to Send Slack Message to Update Field
Showing 11 journey ideas for Slack, Custom Fields and Forms
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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Custom Fields integration and the Forms 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).
Form Submitted
Add a contact to a journey when they submit a form.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Has Submitted Form
Check if a contact has previously submitted a specific form.
Journey Actions
Send Slack Message
Send a contextual Slack message to a Slack channel.
Update Field
Update a field to a specific value.
