Slack + Segment + Salesforce integration

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

Marketing Automation ideas to integrate Slack, Segment and Salesforce.

Segment Event to Send Slack Message to Create Salesforce Opportunity

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Segment Event to Send Slack Message to Assign Salesforce Lead

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Segment Event to Send Slack Message to Set Salesforce Campaign Member Status

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Segment Event to Send Slack Message to Add Salesforce Task

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

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Segment Event to Send Slack Message to Update Salesforce Field

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Segment Event to Create Salesforce Opportunity to Send Slack Message

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Segment Event to Assign Salesforce Lead to Send Slack Message

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Segment Event to Set Salesforce Campaign Member Status to Send Slack Message

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Segment Event to Add Salesforce Task to Send Slack Message

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Segment Event to Check Salesforce Field to Send Slack Message

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Segment Event to Check Salesforce Campaign Member Status to Send Slack Message

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

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Segment Event to Update Salesforce Field to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Send Segment Event

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Salesforce Campaign Trigger to Send Segment Event to Send Slack Message

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Salesforce Field Changed to Send Slack Message to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Send Slack Message

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Segment Event to Update Salesforce Field to Send Slack Message

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Segment Event to Add Salesforce Task to Send Slack Message

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Segment Event to Check Salesforce Campaign Member Status to Send Slack Message

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Segment Event to Send Slack Message to Set Salesforce Campaign Member Status

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

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Segment Event to Send Segment Event to Send Slack Message

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Segment Event to Send Slack Message to Add Salesforce Task

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Segment Event to Create Salesforce Opportunity to Send Slack Message

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Segment Event to Send Slack Message to Assign Salesforce Lead

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

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Segment Event to Send Slack Message to Create Salesforce Opportunity

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Salesforce Field Changed to Send Slack Message to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Send Slack Message

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Segment Event to Set Salesforce Campaign Member Status to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Send Segment Event

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Segment Event to Check Salesforce Field to Send Slack Message

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Salesforce Campaign Trigger to Send Segment Event to Send Slack Message

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Segment Event to Assign Salesforce Lead to Send Slack Message

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Segment Event to Send Slack Message to Send Segment Event

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Segment Event to Send Slack Message to Update Salesforce Field

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Showing 38 journey ideas for Slack, Segment and Salesforce

About the Slack integration

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Segment integration and the Salesforce 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 Slack Message
Send a contextual Slack message to a Slack channel.
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.

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 Slack, Segment and Salesforce.