Trello + LiveChat + Custom Fields integration
Use Autopilot to create journeys that use the Trello, LiveChat and Custom Fields integrations.
Marketing Automation ideas to integrate Trello, LiveChat and Custom Fields.
LiveChat Tag to Add Trello Card to Update Field
LiveChat Tag to Update Field to Add Trello Card
LiveChat Tag to Check Field to Add Trello Card
LiveChat Tag to Add Trello Card to Update Field
LiveChat Tag to Update Field to Add Trello Card
LiveChat Tag to Check Field to Add Trello Card
Showing 6 journey ideas for Trello, LiveChat and Custom Fields
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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
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 Trello integration, LiveChat integration and the Custom Fields integration.
Journey Triggers
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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.
