Segment + Custom Fields + Salesforce integration

Use Autopilot to create journeys that use the Segment, Custom Fields and Salesforce integrations.

Marketing Automation ideas to integrate Segment, Custom Fields and Salesforce.

Segment Event to Update Field to Create Salesforce Opportunity

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Segment Event to Update Field to Assign Salesforce Lead

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Segment Event to Update Field to Set Salesforce Campaign Member Status

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Segment Event to Update Field to Add Salesforce Task

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Segment Event to Update Field to Assign Salesforce Lead to Group

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Segment Event to Update Field to Update Salesforce Field

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Segment Event to Check Field to Create Salesforce Opportunity

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Segment Event to Check Field to Assign Salesforce Lead

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Segment Event to Check Field to Set Salesforce Campaign Member Status

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Segment Event to Check Field to Add Salesforce Task

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Segment Event to Check Field to Assign Salesforce Lead to Group

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Segment Event to Check Field to Update Salesforce Field

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Segment Event to Create Salesforce Opportunity to Update Field

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Segment Event to Assign Salesforce Lead to Update Field

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Segment Event to Set Salesforce Campaign Member Status to Update Field

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Segment Event to Add Salesforce Task to Update Field

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Segment Event to Check Salesforce Field to Update Field

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Segment Event to Check Salesforce Campaign Member Status to Update Field

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Segment Event to Assign Salesforce Lead to Group to Update Field

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Segment Event to Update Salesforce Field to Update Field

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Field Match to Send Segment Event to Create Salesforce Opportunity

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Field Match to Send Segment Event to Assign Salesforce Lead

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

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Field Match to Send Segment Event to Add Salesforce Task

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Field Match to Send Segment Event to Assign Salesforce Lead to Group

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Field Match to Send Segment Event to Update Salesforce Field

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Field Match to Create Salesforce Opportunity to Send Segment Event

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Field Match to Assign Salesforce Lead to Send Segment Event

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

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Field Match to Add Salesforce Task to Send Segment Event

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Field Match to Check Salesforce Field to Send Segment Event

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

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Field Match to Assign Salesforce Lead to Group to Send Segment Event

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Field Match to Update Salesforce Field to Send Segment Event

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Salesforce Campaign Trigger to Send Segment Event to Update Field

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Salesforce Campaign Trigger to Update Field to Send Segment Event

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Salesforce Campaign Trigger to Check Field to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Update Field

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Salesforce Field Changed to Update Field to Send Segment Event

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Salesforce Field Changed to Check Field to Send Segment Event

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Field Match to Send Segment Event to Assign Salesforce Lead to Group

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Segment Event to Update Field to Add Salesforce Task

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Segment Event to Assign Salesforce Lead to Group to Update Field

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Salesforce Field Changed to Check Field to Send Segment Event

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Segment Event to Update Field to Assign Salesforce Lead to Group

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Segment Event to Update Field to Create Salesforce Opportunity

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Field Match to Send Segment Event to Update Salesforce Field

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Segment Event to Check Salesforce Campaign Member Status to Update Field

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Salesforce Field Changed to Update Field to Send Segment Event

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Segment Event to Set Salesforce Campaign Member Status to Update Field

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Field Match to Send Segment Event to Add Salesforce Task

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

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Segment Event to Update Field to Update Salesforce Field

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Field Match to Check Field to Send Segment Event

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Field Match to Update Field to Send Segment Event

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Field Match to Create Salesforce Opportunity to Send Segment Event

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Field Match to Send Segment Event to Create Salesforce Opportunity

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Salesforce Field Changed to Send Segment Event to Update Field

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Segment Event to Add Salesforce Task to Update Field

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Segment Event to Assign Salesforce Lead to Update Field

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Showing 60 journey ideas for Segment, Custom Fields and Salesforce

About the Segment integration

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

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Custom Fields integration and the Salesforce integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
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).

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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

Send Segment Event
Send a contextual Segment Event.
Update Field
Update a field to a specific value.
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 Segment, Custom Fields and Salesforce.