Segment + Salesforce + Email integration

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

Marketing Automation ideas to integrate Segment, Salesforce and Email.

Segment Event to Create Salesforce Opportunity to Send Email

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Segment Event to Assign Salesforce Lead to Send Email

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Segment Event to Set Salesforce Campaign Member Status to Send Email

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Segment Event to Add Salesforce Task to Send Email

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Segment Event to Check Salesforce Field to Send Email

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Segment Event to Check Salesforce Campaign Member Status to Send Email

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Segment Event to Assign Salesforce Lead to Group to Send Email

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Segment Event to Update Salesforce Field to Send Email

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Segment Event to Check Email Status to Create Salesforce Opportunity

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Segment Event to Check Email Status to Assign Salesforce Lead

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Segment Event to Check Email Status to Set Salesforce Campaign Member Status

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Segment Event to Check Email Status to Add Salesforce Task

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Segment Event to Check Email Status to Assign Salesforce Lead to Group

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Segment Event to Check Email Status to Update Salesforce Field

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Segment Event to Send Email to Create Salesforce Opportunity

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Segment Event to Send Email to Assign Salesforce Lead

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Segment Event to Send Email to Set Salesforce Campaign Member Status

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Segment Event to Send Email to Add Salesforce Task

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Segment Event to Send Email to Assign Salesforce Lead to Group

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Segment Event to Send Email to Update Salesforce Field

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Salesforce Campaign Trigger to Send Segment Event to Send Email

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Salesforce Campaign Trigger to Check Email Status to Send Segment Event

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Salesforce Campaign Trigger to Send Email to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Send Email

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Salesforce Field Changed to Check Email Status to Send Segment Event

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Salesforce Field Changed to Send Email to Send Segment Event

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Email Activity to Send Segment Event to Create Salesforce Opportunity

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Email Activity to Send Segment Event to Assign Salesforce Lead

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Email Activity to Send Segment Event to Set Salesforce Campaign Member Status

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Email Activity to Send Segment Event to Add Salesforce Task

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

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Email Activity to Send Segment Event to Update Salesforce Field

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Email Activity to Create Salesforce Opportunity to Send Segment Event

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Email Activity to Assign Salesforce Lead to Send Segment Event

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Email Activity to Set Salesforce Campaign Member Status to Send Segment Event

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Email Activity to Add Salesforce Task to Send Segment Event

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Email Activity to Check Salesforce Field to Send Segment Event

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Email Activity to Check Salesforce Campaign Member Status to Send Segment Event

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

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Email Activity to Update Salesforce Field to Send Segment Event

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Segment Event to Check Email Status to Assign Salesforce Lead to Group

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Email Activity to Update Salesforce Field to Send Segment Event

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Salesforce Campaign Trigger to Send Email to Send Segment Event

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Email Activity to Send Segment Event to Create Salesforce Opportunity

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Email Activity to Create Salesforce Opportunity to Send Segment Event

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Segment Event to Send Email to Update Salesforce Field

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Segment Event to Send Segment Event to Update Salesforce Field

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Salesforce Campaign Trigger to Check Email Status to Send Segment Event

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Segment Event to Check Salesforce Field to Send Email

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Segment Event to Send Segment Event to Create Salesforce Opportunity

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Salesforce Field Changed to Send Segment Event to Update Salesforce Field

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Segment Event to Add Salesforce Task to Send Email

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Salesforce Field Changed to Create Salesforce Opportunity to Send Segment Event

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Salesforce Field Changed to Assign Salesforce Lead to Send Segment Event

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Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead

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

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Email Activity to Send Segment Event to Add Salesforce Task

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

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Segment Event to Send Segment Event to Assign Salesforce Lead

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Segment Event to Check Email Status to Add Salesforce Task

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Showing 60 journey ideas for Segment, Salesforce and Email

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 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.

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.

Create your own marketing automation journey

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

Journey 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).
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.

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.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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, Salesforce and Email.