Segment + Timers + Salesforce integration

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

Marketing Automation ideas to integrate Segment, Timers and Salesforce.

Segment Event to Add Delay to Create Salesforce Opportunity

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Segment Event to Add Delay to Assign Salesforce Lead

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Segment Event to Add Delay to Set Salesforce Campaign Member Status

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Segment Event to Add Delay to Add Salesforce Task

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Segment Event to Add Delay to Assign Salesforce Lead to Group

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Segment Event to Add Delay to Update Salesforce Field

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Segment Event to Create Salesforce Opportunity to Add Delay

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Segment Event to Assign Salesforce Lead to Add Delay

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Segment Event to Set Salesforce Campaign Member Status to Add Delay

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Segment Event to Add Salesforce Task to Add Delay

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Segment Event to Check Salesforce Field to Add Delay

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Segment Event to Check Salesforce Campaign Member Status to Add Delay

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Segment Event to Assign Salesforce Lead to Group to Add Delay

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Segment Event to Update Salesforce Field to Add Delay

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Time Trigger to Send Segment Event to Create Salesforce Opportunity

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Time Trigger to Send Segment Event to Assign Salesforce Lead

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Time Trigger to Send Segment Event to Set Salesforce Campaign Member Status

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Time Trigger to Send Segment Event to Add Salesforce Task

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

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Time Trigger to Send Segment Event to Update Salesforce Field

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Time Trigger to Create Salesforce Opportunity to Send Segment Event

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Time Trigger to Assign Salesforce Lead to Send Segment Event

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Time Trigger to Set Salesforce Campaign Member Status to Send Segment Event

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Time Trigger to Add Salesforce Task to Send Segment Event

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Time Trigger to Check Salesforce Field to Send Segment Event

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Time Trigger to Check Salesforce Campaign Member Status to Send Segment Event

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

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Time Trigger to Update Salesforce Field to Send Segment Event

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Salesforce Campaign Trigger to Send Segment Event to Add Delay

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Salesforce Campaign Trigger to Add Delay to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Add Delay

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Salesforce Field Changed to Add Delay to Send Segment Event

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Salesforce Campaign Trigger to Add Delay to Send Segment Event

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Time Trigger to Create Salesforce Opportunity to Send Segment Event

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Segment Event to Update Salesforce Field to Add Delay

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Segment Event to Add Delay to Assign Salesforce Lead to Group

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Salesforce Field Changed to Add Delay to Send Segment Event

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Segment Event to Add Delay to Update Salesforce Field

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Time Trigger to Send Segment Event to Set Salesforce Campaign Member Status

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Time Trigger to Add Delay to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Add Delay

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Segment Event to Add Delay to Create Salesforce Opportunity

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Time Trigger to Send Segment Event to Update Salesforce Field

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Segment Event to Check Salesforce Campaign Member Status to Add Delay

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Time Trigger to Check Salesforce Campaign Member Status to Send Segment Event

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Time Trigger to Send Segment Event to Create Salesforce Opportunity

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Time Trigger to Check Salesforce Field to Send Segment Event

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Segment Event to Create Salesforce Opportunity to Add Delay

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Time Trigger to Set Salesforce Campaign Member Status to Send Segment Event

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Segment Event to Assign Salesforce Lead to Add Delay

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Salesforce Campaign Trigger to Send Segment Event to Add Delay

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Segment Event to Add Salesforce Task to Add Delay

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Showing 52 journey ideas for Segment, Timers and Salesforce

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 Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

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.

Create your own marketing automation journey

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

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Time Trigger
Add contacts on a list to a journey at a particular date and time.
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.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
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, Timers and Salesforce.