Slack + Custom Fields + Sendgrid integration

Use Autopilot to create journeys that use the Slack, Custom Fields and Sendgrid integrations.

Marketing Automation ideas to integrate Slack, Custom Fields and Sendgrid.

Field Match to Send Slack Message to Send Sendgrid Transactional Email

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Field Match to Send Sendgrid Transactional Email to Send Slack Message

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Field Match to Send Sendgrid Transactional Email to Send Slack Message

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Field Match to Update Field to Send Slack Message

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Field Match to Send Slack Message to Update Field

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Field Match to Send Slack Message to Send Sendgrid Transactional Email

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Field Match to Check Field to Send Slack Message

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Showing 7 journey ideas for Slack, Custom Fields and Sendgrid

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Custom Fields integration and the Sendgrid 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).

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send Slack Message
Send a contextual Slack message to a Slack channel.
Update Field
Update a field to a specific value.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Slack, Custom Fields and Sendgrid.