Segment + NationBuilder + Salesforce integration

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

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Marketing Automation ideas to integrate Segment, NationBuilder and Salesforce.

New NationBuilder Person Tag to Assign Salesforce Lead to Group to Send Segment Event

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New NationBuilder Donor to Send Segment Event to Update Salesforce Field

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New NationBuilder Donor to Set Salesforce Campaign Member Status to Send Segment Event

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Added to NationBuilder Nation List to Is a NationBuilder Donor? to Send Segment Event

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New NationBuilder Person Tag to Send Segment Event to Assign Salesforce Lead

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New NationBuilder Donor to Check Salesforce Field to Send Segment Event

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NationBuilder Membership Status to Assign Salesforce Lead to Send Segment Event

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New NationBuilder Person Tag to Assign Salesforce Lead to Send Segment Event

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Added to NationBuilder Nation List to Send Segment Event to Create Salesforce Opportunity

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New NationBuilder Donor to Assign Salesforce Lead to Group to Send Segment Event

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Added to NationBuilder Nation List to Create Salesforce Opportunity to Send Segment Event

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NationBuilder Membership Status to Send Segment Event to Assign Salesforce Lead

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New NationBuilder Person Tag to Check Salesforce Field to Send Segment Event

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Added to NationBuilder Nation List to Send Segment Event to Assign Salesforce Lead to Group

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New NationBuilder Person Tag to Add Salesforce Task to Send Segment Event

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New NationBuilder Person Tag to Send Segment Event to Add Salesforce Task

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Added to NationBuilder Nation List to Assign Salesforce Lead to Group to Send Segment Event

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New NationBuilder Person Tag to Update Salesforce Field to Send Segment Event

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New NationBuilder Person Tag to Send Segment Event to Update Salesforce Field

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

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Showing 20 journey ideas for Segment, NationBuilder 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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

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, NationBuilder integration and the Salesforce integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
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

Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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.
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, NationBuilder and Salesforce.