Segment + Salesforce + Lead Scoring integration
Use Autopilot to create journeys that use the Segment, Salesforce and Lead Scoring integrations.
Marketing Automation ideas to integrate Segment, Salesforce and Lead Scoring.
Segment Event to Create Salesforce Opportunity to Change Score
Segment Event to Assign Salesforce Lead to Change Score
Segment Event to Set Salesforce Campaign Member Status to Change Score
Segment Event to Add Salesforce Task to Change Score
Segment Event to Check Salesforce Field to Change Score
Segment Event to Check Salesforce Campaign Member Status to Change Score
Segment Event to Assign Salesforce Lead to Group to Change Score
Segment Event to Update Salesforce Field to Change Score
Segment Event to Change Score to Create Salesforce Opportunity
Segment Event to Change Score to Assign Salesforce Lead
Segment Event to Change Score to Set Salesforce Campaign Member Status
Segment Event to Change Score to Add Salesforce Task
Segment Event to Change Score to Assign Salesforce Lead to Group
Segment Event to Change Score to Update Salesforce Field
Salesforce Campaign Trigger to Send Segment Event to Change Score
Salesforce Campaign Trigger to Change Score to Send Segment Event
Salesforce Field Changed to Send Segment Event to Change Score
Salesforce Field Changed to Change Score to Send Segment Event
Segment Event to Set Salesforce Campaign Member Status to Change Score
Segment Event to Send Segment Event to Set Salesforce Campaign Member Status
Segment Event to Change Score to Create Salesforce Opportunity
Salesforce Field Changed to Send Segment Event to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send Segment Event to Create Salesforce Opportunity
Salesforce Field Changed to Add Salesforce Task to Send Segment Event
Salesforce Campaign Trigger to Update Salesforce Field to Send Segment Event
Salesforce Field Changed to Send Segment Event to Set Salesforce Campaign Member Status
Salesforce Field Changed to Assign Salesforce Lead to Send Segment Event
Salesforce Field Changed to Send Segment Event to Assign Salesforce Lead to Group
Segment Event to Change Score to Add Salesforce Task
Salesforce Field Changed to Send Segment Event to Add Salesforce Task
Salesforce Field Changed to Update Salesforce Field to Send Segment Event
Segment Event to Create Salesforce Opportunity to Change Score
Salesforce Field Changed to Create Salesforce Opportunity to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Update Salesforce Field
Salesforce Campaign Trigger to Send Segment Event to Add Salesforce Task
Segment Event to Check Salesforce Field to Change Score
Segment Event to Send Segment Event to Update Salesforce Field
Salesforce Field Changed to Send Segment Event to Update Salesforce Field
Showing 38 journey ideas for Segment, Salesforce and Lead Scoring
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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Salesforce integration and the Lead Scoring 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).
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.
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.
Change Score
Increases or decrease a number field by a specific amount.
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 Lead Scoring.
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