Trello + Kissmetrics + Salesforce integration
Use Autopilot to create journeys that use the Trello, Kissmetrics and Salesforce integrations.
Marketing Automation ideas to integrate Trello, Kissmetrics and Salesforce.
Salesforce Campaign Trigger to Add Trello Card to Send Kissmetrics Event
Salesforce Campaign Trigger to Send Kissmetrics Event to Add Trello Card
Salesforce Field Changed to Add Trello Card to Send Kissmetrics Event
Salesforce Field Changed to Send Kissmetrics Event to Add Trello Card
Salesforce Field Changed to Add Trello Card to Send Kissmetrics Event
Salesforce Campaign Trigger to Add Trello Card to Send Kissmetrics Event
Salesforce Field Changed to Send Kissmetrics Event to Add Trello Card
Salesforce Campaign Trigger to Send Kissmetrics Event to Add Trello Card
Showing 8 journey ideas for Trello, Kissmetrics and Salesforce
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 Kissmetrics integration
Kissmetrics is a person-based analytics package that makes it easy to track events and funnels online helping you focus on the important bits of your online business. Autopilot has this same capability and is an alternative to Kissmetrics.
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 Trello integration, Kissmetrics integration and the Salesforce integration.
Journey Triggers
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 Trello Card
Adds a Trello card to a board.
Send Kissmetrics Event
Send a Kissmetrics event based on the outcome of the journey.
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.
