Salesforce + Forms Integration
Use Autopilot to automate and integrate Salesforce and Forms.
Marketing Automation ideas to integrate Salesforce and Forms
API Trigger to Assign Salesforce Lead
Salesforce Campaign Trigger to Add Trello Card
Form Submitted to Is on List or Segment to Add Salesforce Task
Heap Event to Assign Salesforce Lead
API Trigger to Has Submitted Form to Assign Salesforce Lead to Group
Salesforce Field Changed to Add to List
Form Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
API Trigger to Update Salesforce Field
Form Submitted to Add Salesforce Task
Form Submitted to Add to List to Set Salesforce Campaign Member Status
Form Submitted to Assign Salesforce Lead
Form Submitted to Add Trello Card to Set Salesforce Campaign Member Status
Page Visited to Set Salesforce Campaign Member Status
Form Submitted to Send Email
Form Submitted to Check Salesforce Field to Send Amplitude Event
Form Submitted to Add Salesforce Task to Send Amplitude Event
Form Submitted to Set Salesforce Campaign Member Status
Form Submitted to Send Sendgrid Transactional Email
Form Submitted to Show Headsup Message to Set Salesforce Campaign Member Status
Form Submitted to Check Salesforce Campaign Member Status to Change Score
Showing 20 of 693 Marketing Automation ideas using Autopilot's Salesforce and Forms 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 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.
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).
Form Submitted
Add a contact to a journey when they submit a form.
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.
Has Submitted Form
Check if a contact has previously submitted a specific form.
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.
