Salesforce + Custom Fields Integration
Use Autopilot to automate and integrate Salesforce and Custom Fields.
Marketing Automation ideas to integrate Salesforce and Custom Fields
Segment Event to Add Salesforce Task
HubSpot CRM Contact Field Match to Check Field to Update Salesforce Field
Salesforce Field Changed to Check Field to Create Salesforce Opportunity
HubSpot CRM Contact Field Match to Add Salesforce Task
Removed From List to Update Field
Field Match to Update Salesforce Field
Salesforce Campaign Trigger to Check Field to Send Delighted NPS Survey
Field Match to Assign Salesforce Lead
Add Intercom Tag to Create Salesforce Opportunity
Intercom Tag to Update Field
Field Match to Unsubscribe from Mailchimp Audience
Field Match to Update HubSpot Contact Field
Field Match to Send Sendgrid Transactional Email
Salesforce Field Changed to Check Field to Set Salesforce Campaign Member Status
Field Match to Add Salesforce Task to Remove From Facebook Custom Audience
Unsubscribed from Mailchimp Audience to Update Salesforce Field
Field Match to Assign Salesforce Lead to Send Segment Event
Field Match to Assign Salesforce Lead to Send Delighted NPS Survey
API Trigger to Check Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Update Field
Showing 20 of 1327 Marketing Automation ideas using Autopilot's Salesforce and Custom Fields integration.
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 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 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).
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 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
