Smart Segments + Custom Fields Integration

Use Autopilot to automate and integrate Smart Segments and Custom Fields.

Marketing Automation ideas to integrate Smart Segments and Custom Fields

Smart Segment Trigger to Check Field to Show Headsup Message

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Field Match to Send SurveyMonkey Survey

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Smart Segment Trigger to Has Submitted Wufoo Form to Update Field

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Smart Segment Trigger to Send SurveyMonkey Survey to Update Field

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Smart Segment Trigger to Check Field to Add Trello Card

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Smart Segment Trigger to Update Field

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Smart Segment Trigger to Update Field

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Smart Segment Trigger to Remove From List

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Smart Segment Trigger to Update HubSpot Contact Field

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Smart Segment Trigger to Update Field

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Smart Segment Trigger to Update Field

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Delighted NPS Response to Update Field

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Smart Segment Trigger to Update Field to Add Trello Card

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Smart Segment Trigger to Check Delighted NPS Response to Update Field

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Smart Segment Trigger to Check Field to Update HubSpot Contact Field

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Smart Segment Trigger to Change Score to Update Field

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Smart Segment Trigger to Remove From List

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Smart Segment Trigger to Check Field to Remove From List

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Smart Segment Trigger to Check Field to Remove From List

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Smart Segment Trigger to Change Score

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Showing 20 of 96 Marketing Automation ideas using Autopilot's Smart Segments and Custom Fields integration.

About Smart Segments

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

About Custom Fields

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Smart Segments integration.

Triggers

Smart Segment Trigger
Add contacts on a smart segment to a journey.
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).

Actions

Update Field
Update a field to a specific value.

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 Smart Segments and Custom Fields.