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Matt McFedries

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  1. Possibility to build lists based on SFDC "account" / Autopilot "companies" properties. Today we can only build lists with "contact" fields

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    1 comment  ·  Autopilot Feedback Forum  ·  Admin →
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    Matt McFedries commented  · 

    Upvote this one. We store a lot of data on the Account in Salesforce and we have this flowing through to Companies in Autopilot. While we can use the company fields to trigger actions in Autopilot we can't include the company field information in the emails being sent to users e.g. we want to email them stats on how much value they're getting from our software. All this information is stored on the Account in Salesforce. For now we'll have to find a way to import contacts into Autopilot with their Account info attached as custom fields on the Autopilot contact record.

    Matt McFedries supported this idea  · 

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