Segment + Salesforce Integration

Use Autopilot to automate and integrate Segment and Salesforce.

Marketing Automation ideas to integrate Segment and Salesforce

Smart Segment Trigger to Send Segment Event to Assign Salesforce Lead

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Segment Event to Add Salesforce Task

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Segment Event to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Segment Event to Has Submitted Typeform to Assign Salesforce Lead to Group

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Segment Event to Add Salesforce Task

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Pipedrive Deal Stage Changed to Check Salesforce Campaign Member Status to Send Segment Event

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Salesforce Field Changed to Assign Salesforce Lead to Send Segment Event

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Segment Event to Assign Salesforce Lead to Send Segment Event

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Segment Event to Assign Salesforce Lead to Group

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Segment Event to Update Salesforce Field to Remove From List

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Segment Event to Assign Salesforce Lead

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Segment Event to Add Salesforce Task to Remove From List

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Salesforce Field Changed to Send Segment Event

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Pipedrive Deal Status Changed to Send Segment Event to Assign Salesforce Lead to Group

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

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Smart Segment Trigger to Send Segment Event

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Smart Segment Trigger to Send Segment Event to Create Salesforce Opportunity

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Segment Event to Has Submitted Form to Assign Salesforce Lead

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Salesforce Field Changed to Remove From List

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Salesforce Campaign Trigger to Send Segment Event to Create Salesforce Opportunity

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Showing 20 of 750 Marketing Automation ideas using Autopilot's Segment and Salesforce integration.

About Segment

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

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Segment integration.

Triggers

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

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

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 and Salesforce.