Smart Segments + Salesforce Integration
Use Autopilot to automate and integrate Smart Segments and Salesforce.
Marketing Automation ideas to integrate Smart Segments and Salesforce
Smart Segment Trigger to Update Salesforce Field to Add to List
Smart Segment Trigger to Assign Salesforce Lead to Group
Smart Segment Trigger to Assign Salesforce Lead to Group
Smart Segment Trigger to Create Salesforce Opportunity to Show Headsup Message
Smart Segment Trigger to Assign Salesforce Lead
Smart Segment Trigger to Check Lead Status to Assign Salesforce Lead to Group
Smart Segment Trigger to Check Email Status to Add Salesforce Task
Smart Segment Trigger to Add Salesforce Task
Smart Segment Trigger to Check Salesforce Campaign Member Status to Add to List
Smart Segment Trigger to Create Salesforce Opportunity
Smart Segment Trigger to Set Salesforce Campaign Member Status
Smart Segment Trigger to Assign Salesforce Lead to Group
Smart Segment Trigger to Create Salesforce Opportunity
Smart Segment Trigger to Update Salesforce Field
Facebook Lead Ad Submitted to Assign Salesforce Lead
Smart Segment Trigger to Create Salesforce Opportunity to Add to List
Smart Segment Trigger to Check Email Status to Assign Salesforce Lead to Group
Smart Segment Trigger to Add Salesforce Task
Smart Segment Trigger to Add to List to Create Salesforce Opportunity
New HubSpot CRM Contact to Update Salesforce Field
Showing 20 of 972 Marketing Automation ideas using Autopilot's Smart Segments and Salesforce 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 Salesforce
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 Smart Segments integration.
Triggers
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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 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.
Actions
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.
