Custom Fields + Forms Integration
Use Autopilot to automate and integrate Custom Fields and Forms.
Marketing Automation ideas to integrate Custom Fields and Forms
Field Match to Add Salesforce Task
Form Submitted to Update Field to Set Salesforce Campaign Member Status
Form Submitted to Assign Salesforce Lead to Group
Field Match to Mail Lob Postcard
Removed From List to Has Submitted Form to Update Field
Form Submitted to Send Amplitude Event to Update Field
Removed From List to Update Field
Form Submitted to Is on List or Segment to Update Field
Form Submitted to Update Field to Add Salesforce Task
Form Submitted to Check Field to Mail Lob Postcard
Removed From List to Update Field
Field Match to Send Amplitude Event
Form Submitted to Update Field to Assign Salesforce Lead to Group
Delighted NPS Response to Has Submitted Form to Update Field
Form Submitted to Update Field
Instapage Form Submitted to Has Submitted Form to Update Field
Form Submitted to Has Submitted Form to Update Field
Form Submitted to Update Field
Form Submitted to Check Field to Remove from Google Ads Audience
Field Match to Has Submitted Form to AB Split
Showing 20 of 266 Marketing Automation ideas using Autopilot's Custom Fields and Forms integration.
About Custom Fields
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
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 Custom Fields integration.
Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Form Submitted
Add a contact to a journey when they submit a form.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Has Submitted Form
Check if a contact has previously submitted a specific form.
Actions
Update Field
Update a field to a specific value.
