Trello + Salesforce + LiveChat integration

Use Autopilot to create journeys that use the Trello, Salesforce and LiveChat integrations.

Marketing Automation ideas to integrate Trello, Salesforce and LiveChat.

LiveChat Tag to Add Trello Card to Create Salesforce Opportunity

Try this free

LiveChat Tag to Add Trello Card to Assign Salesforce Lead

Try this free

LiveChat Tag to Add Trello Card to Set Salesforce Campaign Member Status

Try this free

LiveChat Tag to Add Trello Card to Add Salesforce Task

Try this free

LiveChat Tag to Add Trello Card to Assign Salesforce Lead to Group

Try this free

LiveChat Tag to Add Trello Card to Update Salesforce Field

Try this free

LiveChat Tag to Create Salesforce Opportunity to Add Trello Card

Try this free

LiveChat Tag to Assign Salesforce Lead to Add Trello Card

Try this free

LiveChat Tag to Set Salesforce Campaign Member Status to Add Trello Card

Try this free

LiveChat Tag to Add Salesforce Task to Add Trello Card

Try this free

LiveChat Tag to Check Salesforce Field to Add Trello Card

Try this free

LiveChat Tag to Check Salesforce Campaign Member Status to Add Trello Card

Try this free

LiveChat Tag to Assign Salesforce Lead to Group to Add Trello Card

Try this free

LiveChat Tag to Update Salesforce Field to Add Trello Card

Try this free

Salesforce Field Changed to Set Salesforce Campaign Member Status to Add Trello Card

Try this free

Salesforce Campaign Trigger to Check Salesforce Field to Add Trello Card

Try this free

Salesforce Field Changed to Add Trello Card to Create Salesforce Opportunity

Try this free

Salesforce Field Changed to Add Trello Card to Set Salesforce Campaign Member Status

Try this free

Salesforce Field Changed to Create Salesforce Opportunity to Add Trello Card

Try this free

Salesforce Field Changed to Check Salesforce Field to Add Trello Card

Try this free

LiveChat Tag to Create Salesforce Opportunity to Add Trello Card

Try this free

Salesforce Field Changed to Add Trello Card to Add Salesforce Task

Try this free

Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead to Group

Try this free

Salesforce Field Changed to Assign Salesforce Lead to Group to Add Trello Card

Try this free

LiveChat Tag to Add Trello Card to Update Salesforce Field

Try this free

Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead

Try this free

LiveChat Tag to Update Salesforce Field to Add Trello Card

Try this free

Salesforce Field Changed to Add Trello Card to Assign Salesforce Lead

Try this free

Salesforce Campaign Trigger to Add Trello Card to Add Salesforce Task

Try this free

LiveChat Tag to Add Trello Card to Assign Salesforce Lead to Group

Try this free

LiveChat Tag to Check Salesforce Campaign Member Status to Add Trello Card

Try this free

LiveChat Tag to Check Salesforce Field to Add Trello Card

Try this free

LiveChat Tag to Set Salesforce Campaign Member Status to Add Trello Card

Try this free

LiveChat Tag to Assign Salesforce Lead to Add Trello Card

Try this free

Showing 34 journey ideas for Trello, Salesforce and LiveChat

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 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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Trello integration, Salesforce integration and the LiveChat 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).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

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.
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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Trello, Salesforce and LiveChat.