Segment + Salesforce Integration

Use Autopilot to automate and integrate Segment and Salesforce.

Marketing Automation ideas to integrate Segment and Salesforce

Segment Event to Send Slack Message to Set Salesforce Campaign Member Status

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Segment Event to Assign Salesforce Lead

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Segment Event to Check Salesforce Field to Send Slack Message

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Segment Event to Send Slack Message to Set Salesforce Campaign Member Status

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Segment Event to Assign Salesforce Lead to Group

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Heap Event to Add Salesforce Task

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Segment Event to Check Headsup Status to Update Salesforce Field

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Segment Event to Send Slack Message

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Heap Event to Send Segment Event to Add Salesforce Task

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Salesforce Campaign Trigger to Add Salesforce Task to Send Segment Event

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Segment Event to Update Salesforce Field

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Salesforce Field Changed to Send Segment Event

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Smart Segment Trigger to Assign Salesforce Lead

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Segment Event to Add Salesforce Task

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Segment Event to Create Salesforce Opportunity

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Segment Event to Send Slack Message to Assign Salesforce Lead

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Segment Event to Create Salesforce Opportunity

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Segment Event to Update Salesforce Field to Remove from Google Ads Audience

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Segment Event to Create Salesforce Opportunity

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Segment Event to Remove from Google Ads Audience to Assign Salesforce Lead to Group

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Showing 20 of 1200 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 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.