Salesforce + LiveChat + Kissmetrics integration

Use Autopilot to create journeys that use the Salesforce, LiveChat and Kissmetrics integrations.

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Marketing Automation ideas to integrate Salesforce, LiveChat and Kissmetrics.

LiveChat Tag to Create Salesforce Opportunity to Send Kissmetrics Event

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LiveChat Tag to Send Kissmetrics Event to Assign Salesforce Lead to Group

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LiveChat Tag to Update Salesforce Field to Send Kissmetrics Event

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LiveChat Tag to Assign Salesforce Lead to Group to Send Kissmetrics Event

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LiveChat Tag to Set Salesforce Campaign Member Status to Send Kissmetrics Event

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LiveChat Tag to Send Kissmetrics Event to Add Salesforce Task

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LiveChat Tag to Send Kissmetrics Event to Assign Salesforce Lead

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LiveChat Tag to Check Salesforce Campaign Member Status to Send Kissmetrics Event

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LiveChat Tag to Assign Salesforce Lead to Send Kissmetrics Event

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LiveChat Tag to Send Kissmetrics Event to Update Salesforce Field

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LiveChat Tag to Add Salesforce Task to Send Kissmetrics Event

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LiveChat Tag to Send Kissmetrics Event to Create Salesforce Opportunity

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LiveChat Tag to Send Kissmetrics Event to Set Salesforce Campaign Member Status

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LiveChat Tag to Check Salesforce Field to Send Kissmetrics Event

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Showing 14 journey ideas for Salesforce, LiveChat and Kissmetrics

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 Kissmetrics integration

Kissmetrics is a person-based analytics package that makes it insanely easy to track events and funnels online helping you focus on the important bits of your online business.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, LiveChat integration and the Kissmetrics 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.
Send Kissmetrics Event
Send a Kissmetrics event based on the outcome of the journey.

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 Kissmetrics.