Salesforce + Smart Segments Integration

Use Autopilot to automate and integrate Salesforce and Smart Segments.

Marketing Automation ideas to integrate Salesforce and Smart Segments

Smart Segment Trigger to Add to Google AdWords Audience

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Smart Segment Trigger to Set Salesforce Campaign Member Status to Add to List

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Smart Segment Trigger to Add Salesforce Task

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Smart Segment Trigger to Assign Salesforce Lead to Add to Google AdWords Audience

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Smart Segment Trigger to Add Trello Card to Assign Salesforce Lead

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Smart Segment Trigger to Add a Pipedrive Deal

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Smart Segment Trigger to Add a Pipedrive Deal to Create Salesforce Opportunity

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Smart Segment Trigger to Update Salesforce Field

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Smart Segment Trigger to Add Trello Card to Create Salesforce Opportunity

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Smart Segment Trigger to Assign Salesforce Lead to Add Trello Card

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Add a Pipedrive Deal

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Smart Segment Trigger to Add Trello Card to Assign Salesforce Lead

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Smart Segment Trigger to Update Salesforce Field

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Smart Segment Trigger to Add to List to Assign Salesforce Lead

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Smart Segment Trigger to Assign Salesforce Lead to Group to Add to List

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Smart Segment Trigger to Assign Salesforce Lead

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Smart Segment Trigger to Assign Salesforce Lead

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Smart Segment Trigger to Assign Salesforce Lead to Group

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Smart Segment Trigger to Assign Salesforce Lead to Group to Add to List

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Smart Segment Trigger to Add Trello Card to Update Salesforce Field

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Showing 20 of 1000 Marketing Automation ideas using Autopilot's Salesforce and Smart Segments 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 Smart Segments

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 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).
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.

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 Smart Segments.