Smart Segments + Trello + Custom Fields integration
Use Autopilot to create journeys that use the Smart Segments, Trello and Custom Fields integrations.
Marketing Automation ideas to integrate Smart Segments, Trello and Custom Fields.
Smart Segment Trigger to Add Trello Card to Update Field
Smart Segment Trigger to Update Field to Add Trello Card
Smart Segment Trigger to Check Field to Add Trello Card
Smart Segment Trigger to Update Field to Add Trello Card
Smart Segment Trigger to Check Field to Add Trello Card
Smart Segment Trigger to Add Trello Card to Update Field
Showing 6 journey ideas for Smart Segments, Trello and Custom Fields
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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Smart Segments integration, Trello integration and the Custom Fields 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).
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Add Trello Card
Adds a Trello card to a board.
Update Field
Update a field to a specific value.
