Timers + Smart Segments + Salesforce integration
Use Autopilot to create journeys that use the Timers, Smart Segments and Salesforce integrations.
Marketing Automation ideas to integrate Timers, Smart Segments and Salesforce.
Smart Segment Trigger to Add Delay to Create Salesforce Opportunity
Smart Segment Trigger to Add Delay to Assign Salesforce Lead
Smart Segment Trigger to Add Delay to Set Salesforce Campaign Member Status
Smart Segment Trigger to Add Delay to Add Salesforce Task
Smart Segment Trigger to Add Delay to Assign Salesforce Lead to Group
Smart Segment Trigger to Add Delay to Update Salesforce Field
Smart Segment Trigger to Create Salesforce Opportunity to Add Delay
Smart Segment Trigger to Assign Salesforce Lead to Add Delay
Smart Segment Trigger to Set Salesforce Campaign Member Status to Add Delay
Smart Segment Trigger to Add Salesforce Task to Add Delay
Smart Segment Trigger to Check Salesforce Field to Add Delay
Smart Segment Trigger to Check Salesforce Campaign Member Status to Add Delay
Smart Segment Trigger to Assign Salesforce Lead to Group to Add Delay
Smart Segment Trigger to Update Salesforce Field to Add Delay
Smart Segment Trigger to Update Salesforce Field to Add Delay
Smart Segment Trigger to Add Delay to Assign Salesforce Lead
Smart Segment Trigger to Add Salesforce Task to Add Delay
Smart Segment Trigger to Add Delay to Add Salesforce Task
Smart Segment Trigger to Assign Salesforce Lead to Add Delay
Smart Segment Trigger to Check Salesforce Campaign Member Status to Add Delay
Smart Segment Trigger to Add Delay to Assign Salesforce Lead to Group
Smart Segment Trigger to Set Salesforce Campaign Member Status to Add Delay
Smart Segment Trigger to Assign Salesforce Lead to Group to Add Delay
Smart Segment Trigger to Add Delay to Set Salesforce Campaign Member Status
Smart Segment Trigger to Check Salesforce Field to Add Delay
Smart Segment Trigger to Add Delay to Update Salesforce Field
Smart Segment Trigger to Create Salesforce Opportunity to Add Delay
Smart Segment Trigger to Add Delay to Create Salesforce Opportunity
Showing 28 journey ideas for Timers, Smart Segments and Salesforce
About the Timers integration
Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.
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 Salesforce integration
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 the Timers integration, Smart Segments integration and the Salesforce integration.
Journey Triggers
Time Trigger
Add contacts on a list to a journey at a particular date and time.
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.
Journey Actions
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
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.
