Slack + Custom Fields + Salesforce integration
Use Autopilot to create journeys that use the Slack, Custom Fields and Salesforce integrations.
Marketing Automation ideas to integrate Slack, Custom Fields and Salesforce.
Field Match to Send Slack Message to Create Salesforce Opportunity
Field Match to Send Slack Message to Assign Salesforce Lead
Field Match to Send Slack Message to Set Salesforce Campaign Member Status
Field Match to Send Slack Message to Add Salesforce Task
Field Match to Send Slack Message to Assign Salesforce Lead to Group
Field Match to Send Slack Message to Update Salesforce Field
Field Match to Create Salesforce Opportunity to Send Slack Message
Field Match to Assign Salesforce Lead to Send Slack Message
Field Match to Set Salesforce Campaign Member Status to Send Slack Message
Field Match to Add Salesforce Task to Send Slack Message
Field Match to Check Salesforce Field to Send Slack Message
Field Match to Check Salesforce Campaign Member Status to Send Slack Message
Field Match to Assign Salesforce Lead to Group to Send Slack Message
Field Match to Update Salesforce Field to Send Slack Message
Salesforce Campaign Trigger to Send Slack Message to Update Field
Salesforce Campaign Trigger to Update Field to Send Slack Message
Salesforce Campaign Trigger to Check Field to Send Slack Message
Salesforce Field Changed to Send Slack Message to Update Field
Salesforce Field Changed to Update Field to Send Slack Message
Salesforce Field Changed to Check Field to Send Slack Message
Field Match to Set Salesforce Campaign Member Status to Send Slack Message
Salesforce Campaign Trigger to Update Field to Send Slack Message
Field Match to Create Salesforce Opportunity to Send Slack Message
Field Match to Assign Salesforce Lead to Send Slack Message
Field Match to Send Slack Message to Assign Salesforce Lead to Group
Field Match to Send Slack Message to Update Salesforce Field
Field Match to Check Field to Send Slack Message
Salesforce Field Changed to Update Field to Send Slack Message
Field Match to Update Salesforce Field to Send Slack Message
Field Match to Add Salesforce Task to Send Slack Message
Salesforce Field Changed to Send Slack Message to Update Field
Field Match to Send Slack Message to Add Salesforce Task
Field Match to Send Slack Message to Update Field
Field Match to Send Slack Message to Assign Salesforce Lead
Field Match to Check Salesforce Campaign Member Status to Send Slack Message
Salesforce Campaign Trigger to Check Field to Send Slack Message
Field Match to Update Field to Send Slack Message
Field Match to Check Salesforce Field to Send Slack Message
Salesforce Field Changed to Check Field to Send Slack Message
Field Match to Send Slack Message to Create Salesforce Opportunity
Showing 40 journey ideas for Slack, Custom Fields and Salesforce
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Custom Fields integration and the Salesforce 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).
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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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
Send Slack Message
Send a contextual Slack message to a Slack channel.
Update Field
Update a field to a specific value.
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.
