Smart Segments + Custom Fields Integration

Use Autopilot to automate and integrate Smart Segments and Custom Fields.

Marketing Automation ideas to integrate Smart Segments and Custom Fields

Field Match to Update Pipedrive Deal

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Field Match to Send Email

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Smart Segment Trigger to Check Field to Update Pipedrive Deal

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Smart Segment Trigger to Update Field

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Smart Segment Trigger to Update Field

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Smart Segment Trigger to Update Field to Update Pipedrive Deal

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Smart Segment Trigger to Check Field to Add to Facebook Custom Audience

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Smart Segment Trigger to Update Pipedrive Deal to Update Field

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HubSpot CRM Deal Stage Match to Update Field

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Smart Segment Trigger to Update Field to Add to Facebook Custom Audience

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Typeform Submitted to Update Field

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Smart Segment Trigger to Check Field to Send Email

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Smart Segment Trigger to Check Field to Create Salesforce Opportunity

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Smart Segment Trigger to Update Field to Create Salesforce Opportunity

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Intercom Tag to Update Field

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Smart Segment Trigger to Check Salesforce Campaign Member Status to Update Field

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Field Match to Create Salesforce Opportunity

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Smart Segment Trigger to Create Salesforce Opportunity

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Smart Segment Trigger to Update Field

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Smart Segment Trigger to Update Field

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Showing 20 of 72 Marketing Automation ideas using Autopilot's Smart Segments and Custom Fields integration.

About Smart Segments

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

About Custom Fields

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Smart Segments integration.

Triggers

Smart Segment Trigger
Add contacts on a smart segment to a journey.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Actions

Update Field
Update a 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 Smart Segments and Custom Fields.