Smart Segments + Custom Fields + Heap integration
Use Autopilot to create journeys that use the Smart Segments, Custom Fields and Heap integrations.
Marketing Automation ideas to integrate Smart Segments, Custom Fields and Heap.
Showing 0 journey ideas for Smart Segments, Custom Fields and Heap
About the Smart Segments integration
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 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 Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Smart Segments integration, Custom Fields integration and the Heap integration.
Journey 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).
Heap Event
Add a contact to a journey when they perform a Heap event.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Update Field
Update a field to a specific value.
