Segment + Salesforce + Twilio integration
Use Autopilot to create journeys that use the Segment, Salesforce and Twilio integrations.
Marketing Automation ideas to integrate Segment, Salesforce and Twilio.
Segment Event to Create Salesforce Opportunity to Send Twilio SMS
Segment Event to Assign Salesforce Lead to Send Twilio SMS
Segment Event to Set Salesforce Campaign Member Status to Send Twilio SMS
Segment Event to Add Salesforce Task to Send Twilio SMS
Segment Event to Check Salesforce Field to Send Twilio SMS
Segment Event to Check Salesforce Campaign Member Status to Send Twilio SMS
Segment Event to Assign Salesforce Lead to Group to Send Twilio SMS
Segment Event to Update Salesforce Field to Send Twilio SMS
Segment Event to Send Twilio SMS to Create Salesforce Opportunity
Segment Event to Send Twilio SMS to Assign Salesforce Lead
Segment Event to Send Twilio SMS to Set Salesforce Campaign Member Status
Segment Event to Send Twilio SMS to Add Salesforce Task
Segment Event to Send Twilio SMS to Assign Salesforce Lead to Group
Segment Event to Send Twilio SMS to Update Salesforce Field
Salesforce Campaign Trigger to Send Segment Event to Send Twilio SMS
Salesforce Campaign Trigger to Send Twilio SMS to Send Segment Event
Salesforce Field Changed to Send Segment Event to Send Twilio SMS
Salesforce Field Changed to Send Twilio SMS to Send Segment Event
Twilio SMS Received to Send Segment Event to Create Salesforce Opportunity
Twilio SMS Received to Send Segment Event to Assign Salesforce Lead
Twilio SMS Received to Send Segment Event to Set Salesforce Campaign Member Status
Twilio SMS Received to Send Segment Event to Add Salesforce Task
Twilio SMS Received to Send Segment Event to Assign Salesforce Lead to Group
Twilio SMS Received to Send Segment Event to Update Salesforce Field
Twilio SMS Received to Create Salesforce Opportunity to Send Segment Event
Twilio SMS Received to Assign Salesforce Lead to Send Segment Event
Twilio SMS Received to Set Salesforce Campaign Member Status to Send Segment Event
Twilio SMS Received to Add Salesforce Task to Send Segment Event
Twilio SMS Received to Check Salesforce Field to Send Segment Event
Twilio SMS Received to Check Salesforce Campaign Member Status to Send Segment Event
Twilio SMS Received to Assign Salesforce Lead to Group to Send Segment Event
Twilio SMS Received to Update Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Field Changed to Send Segment Event to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Segment Event
Segment Event to Send Segment Event to Set Salesforce Campaign Member Status
Segment Event to Add Salesforce Task to Send Twilio SMS
Salesforce Field Changed to Send Segment Event to Add Salesforce Task
Twilio SMS Received to Assign Salesforce Lead to Group to Send Segment Event
Segment Event to Check Salesforce Campaign Member Status to Send Twilio SMS
Twilio SMS Received to Send Segment Event to Create Salesforce Opportunity
Segment Event to Check Salesforce Field to Send Segment Event
Segment Event to Assign Salesforce Lead to Send Twilio SMS
Salesforce Field Changed to Assign Salesforce Lead to Send Segment Event
Segment Event to Check Salesforce Field to Send Twilio SMS
Salesforce Campaign Trigger to Assign Salesforce Lead to Send Segment Event
Twilio SMS Received to Send Segment Event to Add Salesforce Task
Segment Event to Create Salesforce Opportunity to Send Twilio SMS
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Segment Event
Salesforce Field Changed to Send Twilio SMS to Send Segment Event
Segment Event to Send Twilio SMS to Assign Salesforce Lead to Group
Segment Event to Send Segment Event to Create Salesforce Opportunity
Showing 52 journey ideas for Segment, Salesforce and Twilio
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 Twilio integration
Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Salesforce integration and the Twilio 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).
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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 Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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 Twilio.
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