Custom Fields Integrations

Personalize the entire customer journey with custom fields.

Marketing Automation ideas to integrate Custom Fields

Smart Segment Trigger to Has Submitted Facebook Lead Ad to Update Field

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Heap Event to Update Field

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Email Activity to Check Headsup Status to Update Field

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Drift Goal Reached to Check Field to Add Trello Card

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Field Match to Send Slack Message to Update Field

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Smart Segment Trigger to Send Slack Message to Update Field

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Field Match to Show Headsup Message to Send Slack Message

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Field Match to Send Slack Message

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Field Match to Remove from Google Ads Audience to Send Slack Message

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Field Match to Send Delighted NPS Survey

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Smart Segment Trigger to Add Trello Card to Update Field

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Field Match to Update HubSpot CRM Deal Stage

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Email Activity to Update Field

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Smart Segment Trigger to Update Field

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LiveChat Tag to Check Field to Remove From List

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Smart Segment Trigger to Update Field to Add Trello Card

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Field Match to Remove From List

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Email Activity to Update Field

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Field Match to Remove From List

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Field Match to Add Trello Card

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Showing 20 of 4904 Marketing Automation ideas for Custom Fields

About Custom Fields

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Custom Fields integration.

Triggers

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).

Actions

Update Field
Update a field to a specific value.

Segmenting capabilities

Segment contacts in Autopilot using the Custom Fields integration.
Custom Fields: Field Value
Create a segment of contacts who have a field value matching your criteria (e.g. lead status is open).

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 Custom Fields.