Smart Segments + Custom Fields + Lists integration
Use Autopilot to create journeys that use the Smart Segments, Custom Fields and Lists integrations.
Marketing Automation ideas to integrate Smart Segments, Custom Fields and Lists.
Smart Segment Trigger to Update Field to Add to List
Smart Segment Trigger to Update Field to Remove From List
Smart Segment Trigger to Check Field to Add to List
Smart Segment Trigger to Check Field to Remove From List
Smart Segment Trigger to Add to List to Update Field
Smart Segment Trigger to Is on List or Segment to Update Field
Smart Segment Trigger to Remove From List to Update Field
Smart Segment Trigger to Check Lead Status to Update Field
Smart Segment Trigger to Remove From List to Update Field
Smart Segment Trigger to Check Lead Status to Update Field
Smart Segment Trigger to Update Field to Add to List
Smart Segment Trigger to Update Field to Remove From List
Smart Segment Trigger to Add to List to Update Field
Smart Segment Trigger to Is on List or Segment to Update Field
Smart Segment Trigger to Check Field to Add to List
Smart Segment Trigger to Check Field to Remove From List
Showing 16 journey ideas for Smart Segments, Custom Fields and Lists
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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Smart Segments integration, Custom Fields integration and the Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Journey Actions
Update Field
Update a field to a specific value.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
