Salesforce + LiveChat + AB Split Testing integration

Use Autopilot to create journeys that use the Salesforce, LiveChat and AB Split Testing integrations.

Marketing Automation ideas to integrate Salesforce, LiveChat and AB Split Testing.

LiveChat Tag to Create Salesforce Opportunity to AB Split

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LiveChat Tag to Assign Salesforce Lead to AB Split

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LiveChat Tag to Set Salesforce Campaign Member Status to AB Split

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LiveChat Tag to Add Salesforce Task to AB Split

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LiveChat Tag to Check Salesforce Field to AB Split

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LiveChat Tag to Check Salesforce Campaign Member Status to AB Split

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LiveChat Tag to Assign Salesforce Lead to Group to AB Split

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LiveChat Tag to Update Salesforce Field to AB Split

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LiveChat Tag to AB Split to Create Salesforce Opportunity

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LiveChat Tag to AB Split to Assign Salesforce Lead

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LiveChat Tag to AB Split to Set Salesforce Campaign Member Status

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LiveChat Tag to AB Split to Add Salesforce Task

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LiveChat Tag to AB Split to Assign Salesforce Lead to Group

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LiveChat Tag to AB Split to Update Salesforce Field

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LiveChat Tag to Set Salesforce Campaign Member Status to AB Split

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LiveChat Tag to Check Salesforce Field to AB Split

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LiveChat Tag to AB Split to Assign Salesforce Lead

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LiveChat Tag to AB Split to Assign Salesforce Lead to Group

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LiveChat Tag to Assign Salesforce Lead to AB Split

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LiveChat Tag to AB Split to Update Salesforce Field

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LiveChat Tag to Update Salesforce Field to AB Split

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LiveChat Tag to AB Split to Create Salesforce Opportunity

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LiveChat Tag to Check Salesforce Campaign Member Status to AB Split

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LiveChat Tag to AB Split to Add Salesforce Task

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LiveChat Tag to Assign Salesforce Lead to Group to AB Split

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LiveChat Tag to Add Salesforce Task to AB Split

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LiveChat Tag to AB Split to Set Salesforce Campaign Member Status

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LiveChat Tag to Create Salesforce Opportunity to AB Split

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Showing 28 journey ideas for Salesforce, LiveChat and AB Split Testing

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.

About the AB Split Testing integration

AB Split Testing is vital to optimizing your marketing. Running regular experiments helps you to maximize the impact of your marketing spend. For example, you might setup an AB Split Test to see which email subject line leads to the best open or click rate. Or you might setup a test to see which Facebook Ad leads to the most conversions. Ongoing success in marketing comes down to making AB Split Testing part of every customer journey. Autopilot makes that easy.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, LiveChat integration and the AB Split Testing 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

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.
AB Split
Randomly split contacts into two groups.

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, LiveChat and AB Split Testing.