Segment + Salesforce + Sendgrid integration
Use Autopilot to create journeys that use the Segment, Salesforce and Sendgrid integrations.
Upcoming
Marketing Automation ideas to integrate Segment, Salesforce and Sendgrid.
Segment Event to Create Salesforce Opportunity to Send Segment Event
Segment Event to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
Salesforce Field Changed to Send Segment Event to Assign Salesforce Lead to Group
Segment Event to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Salesforce Field Changed to Add Salesforce Task to Send Segment Event
Salesforce Field Changed to Send Segment Event to Set Salesforce Campaign Member Status
Segment Event to Assign Salesforce Lead to Send Sendgrid Transactional Email
Segment Event to Assign Salesforce Lead to Group to Send Segment Event
Segment Event to Update Salesforce Field to Send Segment Event
Segment Event to Check Salesforce Field to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Segment Event to Set Salesforce Campaign Member Status
Salesforce Field Changed to Send Segment Event to Add Salesforce Task
Segment Event to Send Sendgrid Transactional Email to Add Salesforce Task
Segment Event to Send Sendgrid Transactional Email to Update Salesforce Field
Segment Event to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Segment Event to Add Salesforce Task to Send Sendgrid Transactional Email
Segment Event to Send Sendgrid Transactional Email to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send Segment Event to Update Salesforce Field
Segment Event to Create Salesforce Opportunity to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Segment Event
Showing 20 journey ideas for Segment, Salesforce and Sendgrid
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 Sendgrid integration
SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Salesforce integration and the Sendgrid 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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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 Sendgrid.
Sort by
Sort by
Browse categories
Browse categories
- All
- Forms
- Ads
- CRM
- SMS
- E-Commerce
- API
- Lead Nurturing
- Email Marketing
- Optimization & Testing
- Support & Helpdesk
- Surveys & NPS
- Print Mail
- Events & Webinars
- Analytics & Events
- Website CMS & Landing Page Builders
- Productivity
- Electronic Signatures and Document Management
- Live Chat and Messaging
- Internal Notifications
