Salesforce + Intercom + Custom Fields integration

Use Autopilot to create journeys that use the Salesforce, Intercom and Custom Fields integrations.

Marketing Automation ideas to integrate Salesforce, Intercom and Custom Fields.

Add Intercom Tag to Create Salesforce Opportunity to Update Field

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Add Intercom Tag to Assign Salesforce Lead to Update Field

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Add Intercom Tag to Set Salesforce Campaign Member Status to Update Field

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Add Intercom Tag to Add Salesforce Task to Update Field

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Add Intercom Tag to Check Salesforce Field to Update Field

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Add Intercom Tag to Check Salesforce Campaign Member Status to Update Field

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Add Intercom Tag to Assign Salesforce Lead to Group to Update Field

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Add Intercom Tag to Update Salesforce Field to Update Field

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Add Intercom Tag to Update Field to Create Salesforce Opportunity

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Add Intercom Tag to Update Field to Assign Salesforce Lead

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Add Intercom Tag to Update Field to Set Salesforce Campaign Member Status

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Add Intercom Tag to Update Field to Add Salesforce Task

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Add Intercom Tag to Update Field to Assign Salesforce Lead to Group

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Add Intercom Tag to Update Field to Update Salesforce Field

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Add Intercom Tag to Check Field to Create Salesforce Opportunity

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Add Intercom Tag to Check Field to Assign Salesforce Lead

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Add Intercom Tag to Check Field to Set Salesforce Campaign Member Status

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Add Intercom Tag to Check Field to Add Salesforce Task

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Add Intercom Tag to Check Field to Assign Salesforce Lead to Group

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Add Intercom Tag to Check Field to Update Salesforce Field

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New Intercom User to Create Salesforce Opportunity to Update Field

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New Intercom User to Assign Salesforce Lead to Update Field

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New Intercom User to Set Salesforce Campaign Member Status to Update Field

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New Intercom User to Add Salesforce Task to Update Field

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New Intercom User to Check Salesforce Field to Update Field

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New Intercom User to Check Salesforce Campaign Member Status to Update Field

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New Intercom User to Assign Salesforce Lead to Group to Update Field

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New Intercom User to Update Salesforce Field to Update Field

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New Intercom User to Update Field to Create Salesforce Opportunity

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New Intercom User to Update Field to Assign Salesforce Lead

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New Intercom User to Update Field to Set Salesforce Campaign Member Status

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New Intercom User to Update Field to Add Salesforce Task

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New Intercom User to Update Field to Assign Salesforce Lead to Group

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New Intercom User to Update Field to Update Salesforce Field

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New Intercom User to Check Field to Create Salesforce Opportunity

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New Intercom User to Check Field to Assign Salesforce Lead

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New Intercom User to Check Field to Set Salesforce Campaign Member Status

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New Intercom User to Check Field to Add Salesforce Task

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New Intercom User to Check Field to Assign Salesforce Lead to Group

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New Intercom User to Check Field to Update Salesforce Field

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New Intercom Lead to Create Salesforce Opportunity to Update Field

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New Intercom Lead to Assign Salesforce Lead to Update Field

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New Intercom Lead to Set Salesforce Campaign Member Status to Update Field

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New Intercom Lead to Add Salesforce Task to Update Field

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New Intercom Lead to Check Salesforce Field to Update Field

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New Intercom Lead to Check Salesforce Campaign Member Status to Update Field

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New Intercom Lead to Assign Salesforce Lead to Group to Update Field

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New Intercom Lead to Update Salesforce Field to Update Field

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New Intercom Lead to Update Field to Create Salesforce Opportunity

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New Intercom Lead to Update Field to Assign Salesforce Lead

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New Intercom Lead to Update Field to Set Salesforce Campaign Member Status

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New Intercom Lead to Update Field to Add Salesforce Task

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New Intercom Lead to Update Field to Assign Salesforce Lead to Group

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New Intercom Lead to Update Field to Update Salesforce Field

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New Intercom Lead to Check Field to Create Salesforce Opportunity

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New Intercom Lead to Check Field to Assign Salesforce Lead

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New Intercom Lead to Check Field to Set Salesforce Campaign Member Status

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New Intercom Lead to Check Field to Add Salesforce Task

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New Intercom Lead to Check Field to Assign Salesforce Lead to Group

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New Intercom Lead to Check Field to Update Salesforce Field

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Intercom Tag to Create Salesforce Opportunity to Update Field

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Intercom Tag to Assign Salesforce Lead to Update Field

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Intercom Tag to Set Salesforce Campaign Member Status to Update Field

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Intercom Tag to Add Salesforce Task to Update Field

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Intercom Tag to Check Salesforce Field to Update Field

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Intercom Tag to Check Salesforce Campaign Member Status to Update Field

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Intercom Tag to Assign Salesforce Lead to Group to Update Field

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Intercom Tag to Update Salesforce Field to Update Field

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Intercom Tag to Update Field to Create Salesforce Opportunity

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Intercom Tag to Update Field to Assign Salesforce Lead

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Intercom Tag to Update Field to Set Salesforce Campaign Member Status

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Intercom Tag to Update Field to Add Salesforce Task

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Intercom Tag to Update Field to Assign Salesforce Lead to Group

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Intercom Tag to Update Field to Update Salesforce Field

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Intercom Tag to Check Field to Create Salesforce Opportunity

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Intercom Tag to Check Field to Assign Salesforce Lead

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Intercom Tag to Check Field to Set Salesforce Campaign Member Status

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Intercom Tag to Check Field to Add Salesforce Task

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Intercom Tag to Check Field to Assign Salesforce Lead to Group

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Intercom Tag to Check Field to Update Salesforce Field

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New Intercom Lead to Check Salesforce Campaign Member Status to Update Field

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Add Intercom Tag to Update Salesforce Field to Update Field

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Add Intercom Tag to Update Field to Assign Salesforce Lead

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New Intercom User to Check Field to Update Salesforce Field

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Add Intercom Tag to Check Salesforce Field to Update Field

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Intercom Tag to Check Salesforce Field to Update Field

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Add Intercom Tag to Update Field to Add Salesforce Task

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Intercom Tag to Update Field to Assign Salesforce Lead

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New Intercom User to Check Salesforce Campaign Member Status to Update Field

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Intercom Tag to Update Field to Update Salesforce Field

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New Intercom Lead to Update Field to Create Salesforce Opportunity

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Add Intercom Tag to Update Field to Set Salesforce Campaign Member Status

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New Intercom User to Check Field to Create Salesforce Opportunity

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New Intercom Lead to Check Field to Assign Salesforce Lead

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Intercom Tag to Check Field to Update Salesforce Field

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New Intercom User to Update Field to Update Salesforce Field

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New Intercom Lead to Update Field to Update Salesforce Field

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Add Intercom Tag to Update Field to Assign Salesforce Lead to Group

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Add Intercom Tag to Add Salesforce Task to Update Field

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New Intercom User to Update Field to Assign Salesforce Lead to Group

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Showing 100 journey ideas for Salesforce, Intercom and Custom Fields

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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

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 Salesforce integration, Intercom integration and the Custom Fields 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).
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey 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.
Update Field
Update a 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 Salesforce, Intercom and Custom Fields.