Salesforce + Segment Integration

Use Autopilot to automate and integrate Salesforce and Segment.

Marketing Automation ideas to integrate Salesforce and Segment

Segment Event to Set Salesforce Campaign Member Status to Send Segment Event

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Segment Event to Send Segment Event to Update Salesforce Field

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Salesforce Field Changed to Send Segment Event

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List Trigger to Send Segment Event to Assign Salesforce Lead

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Delighted NPS Response to Send Segment Event to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Send Segment Event

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Page Visited to Add Salesforce Task to Send Segment Event

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Instapage Form Submitted to Set Salesforce Campaign Member Status to Send Segment Event

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Instapage Form Submitted to Check Salesforce Field to Send Segment Event

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API Trigger to Assign Salesforce Lead to Send Segment Event

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Salesforce Field Changed to Send Segment Event

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Salesforce Field Changed to Send Segment Event

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Page Visited to Send Segment Event to Add Salesforce Task

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Delighted NPS Response to Add Salesforce Task

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Segment Event to Check Salesforce Campaign Member Status to Send Segment Event

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Salesforce Campaign Trigger to Send Segment Event

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API Trigger to Update Salesforce Field

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Salesforce Field Changed to Create Salesforce Opportunity to Send Segment Event

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Delighted NPS Response to Set Salesforce Campaign Member Status

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Page Visited to Assign Salesforce Lead

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Showing 20 of 920 Marketing Automation ideas using Autopilot's Salesforce and Segment 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 Segment

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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).
Segment Event
Add a contact to a journey when they perform a Segment event.

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.
Send Segment Event
Send a contextual Segment Event.

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 Segment.