Segment + Email + Salesforce integration
Use Autopilot to create journeys that use the Segment, Email and Salesforce integrations.
Marketing Automation ideas to integrate Segment, Email and Salesforce.
Segment Event to Check Email Status to Create Salesforce Opportunity
Segment Event to Check Email Status to Assign Salesforce Lead
Segment Event to Check Email Status to Set Salesforce Campaign Member Status
Segment Event to Check Email Status to Add Salesforce Task
Segment Event to Check Email Status to Assign Salesforce Lead to Group
Segment Event to Check Email Status to Update Salesforce Field
Segment Event to Send Email to Create Salesforce Opportunity
Segment Event to Send Email to Assign Salesforce Lead
Segment Event to Send Email to Set Salesforce Campaign Member Status
Segment Event to Send Email to Add Salesforce Task
Segment Event to Send Email to Assign Salesforce Lead to Group
Segment Event to Send Email to Update Salesforce Field
Segment Event to Create Salesforce Opportunity to Send Email
Segment Event to Assign Salesforce Lead to Send Email
Segment Event to Set Salesforce Campaign Member Status to Send Email
Segment Event to Add Salesforce Task to Send Email
Segment Event to Check Salesforce Field to Send Email
Segment Event to Check Salesforce Campaign Member Status to Send Email
Segment Event to Assign Salesforce Lead to Group to Send Email
Segment Event to Update Salesforce Field to Send Email
Email Activity to Send Segment Event to Create Salesforce Opportunity
Email Activity to Send Segment Event to Assign Salesforce Lead
Email Activity to Send Segment Event to Set Salesforce Campaign Member Status
Email Activity to Send Segment Event to Add Salesforce Task
Email Activity to Send Segment Event to Assign Salesforce Lead to Group
Email Activity to Send Segment Event to Update Salesforce Field
Email Activity to Create Salesforce Opportunity to Send Segment Event
Email Activity to Assign Salesforce Lead to Send Segment Event
Email Activity to Set Salesforce Campaign Member Status to Send Segment Event
Email Activity to Add Salesforce Task to Send Segment Event
Email Activity to Check Salesforce Field to Send Segment Event
Email Activity to Check Salesforce Campaign Member Status to Send Segment Event
Email Activity to Assign Salesforce Lead to Group to Send Segment Event
Email Activity to Update Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Send Email
Salesforce Campaign Trigger to Check Email Status to Send Segment Event
Salesforce Campaign Trigger to Send Email to Send Segment Event
Salesforce Field Changed to Send Segment Event to Send Email
Salesforce Field Changed to Check Email Status to Send Segment Event
Salesforce Field Changed to Send Email to Send Segment Event
Segment Event to Send Email to Assign Salesforce Lead
Email Activity to Send Segment Event to Send Email
Email Activity to Check Email Status to Send Segment Event
Segment Event to Check Email Status to Set Salesforce Campaign Member Status
Segment Event to Check Email Status to Assign Salesforce Lead
Segment Event to Check Email Status to Create Salesforce Opportunity
Segment Event to Send Email to Assign Salesforce Lead to Group
Email Activity to Send Segment Event to Add Salesforce Task
Segment Event to Check Email Status to Send Segment Event
Email Activity to Set Salesforce Campaign Member Status to Send Segment Event
Email Activity to Assign Salesforce Lead to Send Segment Event
Email Activity to Send Segment Event to Assign Salesforce Lead to Group
Segment Event to Send Email to Update Salesforce Field
Segment Event to Update Salesforce Field to Send Email
Segment Event to Check Salesforce Field to Send Email
Salesforce Field Changed to Check Email Status to Send Segment Event
Salesforce Campaign Trigger to Send Email to Send Segment Event
Email Activity to Send Segment Event to Update Salesforce Field
Segment Event to Send Email to Create Salesforce Opportunity
Salesforce Field Changed to Send Segment Event to Send Email
Showing 60 journey ideas for Segment, Email 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 Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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, Email integration and the Salesforce integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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.
Send Email
Send a contact a personalized marketing or transactional email.
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, Email and Salesforce.
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