LiveChat + Salesforce Integration

Use Autopilot to automate and integrate LiveChat and Salesforce.

Marketing Automation ideas to integrate LiveChat and Salesforce

LiveChat Tag to Add a Pipedrive Deal to Assign Salesforce Lead

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LiveChat Tag to Has Submitted Form to Create Salesforce Opportunity

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LiveChat Tag to Check Salesforce Field to Send Delighted NPS Survey

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Typeform Submitted to Assign Salesforce Lead

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LiveChat Tag to Check Salesforce Field to AB Split

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LiveChat Tag to Assign Salesforce Lead

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LiveChat Tag to Add a Pipedrive Deal to Create Salesforce Opportunity

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LiveChat Tag to Assign Salesforce Lead to Group

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LiveChat Tag to Add Delay

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LiveChat Tag to Create Salesforce Opportunity to Send Slack Message

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LiveChat Tag to Check Salesforce Campaign Member Status to Add Delay

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LiveChat Tag to Assign Salesforce Lead to Group to Add Delay

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LiveChat Tag to Set Salesforce Campaign Member Status

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LiveChat Tag to Assign Salesforce Lead to Group

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LiveChat Tag to Create Salesforce Opportunity

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LiveChat Tag to Update Salesforce Field

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LiveChat Tag to Send Slack Message to Update Salesforce Field

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LiveChat Tag to Create Salesforce Opportunity to Add a Pipedrive Deal

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LiveChat Tag to Add Delay

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LiveChat Tag to Send Slack Message

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Showing 20 of 760 Marketing Automation ideas using Autopilot's LiveChat and Salesforce integration.

About LiveChat

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 Salesforce

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 LiveChat integration.

Triggers

LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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's value 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.

Actions

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 LiveChat and Salesforce.