Salesforce + MessageBird + Smart Segments integration

Use Autopilot to create journeys that use the Salesforce, MessageBird and Smart Segments integrations.

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Marketing Automation ideas to integrate Salesforce, MessageBird and Smart Segments.

Salesforce Campaign Trigger to Send MessageBird SMS to Update Salesforce Field

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Smart Segment Trigger to Create Salesforce Opportunity to Send MessageBird SMS

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Salesforce Field Changed to Add Salesforce Task to Send MessageBird SMS

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send MessageBird SMS

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Smart Segment Trigger to Send MessageBird SMS to Add Salesforce Task

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Salesforce Campaign Trigger to Send MessageBird SMS to Add Salesforce Task

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send MessageBird SMS

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Smart Segment Trigger to Assign Salesforce Lead to Group to Send MessageBird SMS

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Salesforce Campaign Trigger to Add Salesforce Task to Send MessageBird SMS

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Salesforce Field Changed to Send MessageBird SMS to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Send MessageBird SMS to Add Salesforce Task

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Salesforce Field Changed to Send MessageBird SMS to Update Salesforce Field

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Salesforce Campaign Trigger to Send MessageBird SMS to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send MessageBird SMS

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Salesforce Field Changed to Update Salesforce Field to Send MessageBird SMS

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Salesforce Field Changed to Send MessageBird SMS to Assign Salesforce Lead

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Smart Segment Trigger to Send MessageBird SMS to Update Salesforce Field

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Smart Segment Trigger to Send MessageBird SMS to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send MessageBird SMS

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Salesforce Field Changed to Send MessageBird SMS to Create Salesforce Opportunity

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Showing 20 journey ideas for Salesforce, MessageBird and Smart Segments

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 MessageBird integration

Create a multi-channel customer journey with personalized SMS messages. MessageBird connects enterprises to their global customers with the world's fastest & most reliable SMS, Voice & Chat APIs. MessageBird is on a mission to modernize and simplify the overcomplicated space of customer communication. As the only leading cloud communications platform with its own telecommunications carrier infrastructure, MessageBird connects over 15,000 enterprises to their global customers via the fastest and most reliable SMS, Voice and Chat APIs in the world.

About the Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, MessageBird integration and the Smart Segments 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.

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 MessageBird SMS
Send a contact a personalized SMS.

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, MessageBird and Smart Segments.