Salesforce + LiveChat Integration
Use Autopilot to automate and integrate Salesforce and LiveChat.
Marketing Automation ideas to integrate Salesforce and LiveChat
LiveChat Tag to Assign Salesforce Lead to Group to Add Trello Card
LiveChat Tag to Create Salesforce Opportunity
LiveChat Tag to Has Submitted Form to Update Salesforce Field
LiveChat Tag to Update Salesforce Field
LiveChat Tag to Update Salesforce Field
LiveChat Tag to Check Field to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Add Trello Card
LiveChat Tag to Check Salesforce Field to Mail Lob Postcard
LiveChat Tag to Set Salesforce Campaign Member Status
LiveChat Tag to Update Salesforce Field
LiveChat Tag to Create Salesforce Opportunity to Mail Lob Postcard
LiveChat Tag to Assign Salesforce Lead to Group
LiveChat Tag to Set Salesforce Campaign Member Status
LiveChat Tag to Set Salesforce Campaign Member Status
LiveChat Tag to Update Salesforce Field to Mail Lob Postcard
LiveChat Tag to Add Delay to Set Salesforce Campaign Member Status
LiveChat Tag to Add Salesforce Task
LiveChat Tag to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Person Field Match to Create Salesforce Opportunity
LiveChat Tag to Add Trello Card to Set Salesforce Campaign Member Status
Showing 20 of 416 Marketing Automation ideas using Autopilot's Salesforce and LiveChat integration.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Salesforce integration.
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's value 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.
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 Salesforce and LiveChat.
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