Forms + Salesforce Integration
Use Autopilot to automate and integrate Forms and Salesforce.
Marketing Automation ideas to integrate Forms and Salesforce
Email Activity to Create Salesforce Opportunity
Form Submitted to Check Salesforce Field to Add to Facebook Custom Audience
Form Submitted to Create Salesforce Opportunity
Twilio SMS Received to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Form to Update Field
Form Submitted to Check HubSpot CRM Deal Stage to Assign Salesforce Lead
Form Submitted to Assign Salesforce Lead to Group to Send Email
Form Submitted to Send Email
Form Submitted to Has Submitted Wufoo Form to Add Salesforce Task
Form Submitted to Create Salesforce Opportunity
Form Submitted to Add to List to Assign Salesforce Lead
Form Submitted to Set Salesforce Campaign Member Status to Update Field
Form Submitted to Assign Salesforce Lead to Group
Form Submitted to Create Salesforce Opportunity to Send Twilio SMS
Page Visited to Has Submitted Form to Assign Salesforce Lead to Group
Form Submitted to Create Salesforce Opportunity
Form Submitted to Add to Facebook Custom Audience to Update Salesforce Field
Form Submitted to Add Salesforce Task
New Wufoo Form Submitted to Has Submitted Form to Create Salesforce Opportunity
Form Submitted to Send Segment Event
Showing 20 of 600 Marketing Automation ideas using Autopilot's Forms and Salesforce integration.
About Forms
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Forms integration.
Triggers
Form Submitted
Add a contact to a journey when they submit a form.
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
Has Submitted Form
Check if a contact has previously submitted a specific form.
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.
