Salesforce Integrations
Follow up new Salesforce leads, assign leads to sales, and convert them into customers.
Marketing Automation ideas to integrate Salesforce
New Wufoo Form Submitted to Add Salesforce Task
New Wufoo Form Submitted to Assign Salesforce Lead to Group to Change Score
Add Intercom Tag to Add Salesforce Task to Add to Facebook Custom Audience
Amplitude Event to Add Salesforce Task
Salesforce Campaign Trigger to AB Split
Amplitude Event to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Add Trello Card
Salesforce Campaign Trigger to Change Score
API Trigger to Check Salesforce Campaign Member Status to Add Trello Card
HubSpot CRM Contact Field Match to Add Salesforce Task to AB Split
Removed From List to Assign Salesforce Lead to Update Field
Subscribed to Mailchimp audience to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send SurveyMonkey Survey
HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Add to List
New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity
Form Submitted to Check Headsup Status to Create Salesforce Opportunity
New Intercom Lead to Assign Salesforce Lead
Time Trigger to Add Salesforce Task to Add Trello Card
Salesforce Campaign Trigger to Unsubscribe from Mailchimp Audience
HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status
Showing 20 of 69984 Marketing Automation ideas for Salesforce
About Salesforce
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 Autopilot
Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Salesforce integration.
Triggers
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.
Actions
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.
