Drift + Salesforce Integration
Use Autopilot to automate and integrate Drift and Salesforce.
Marketing Automation ideas to integrate Drift and Salesforce
Drift Goal Reached to Check Salesforce Campaign Member Status to Remove from Google Ads Audience
Drift Goal Reached to Add Trello Card to Update Salesforce Field
New Drift Contact to Create Salesforce Opportunity
New Drift Contact to Update Salesforce Field to Send SurveyMonkey Survey
Drift Goal Reached to Send Kissmetrics Event to Update Salesforce Field
Drift Goal Reached to Update Salesforce Field
Drift Goal Reached to Add Salesforce Task to Send SurveyMonkey Survey
Drift Goal Reached to Update Salesforce Field to Send Kissmetrics Event
Drift Goal Reached to Send Segment Event to Update Salesforce Field
New Drift Contact to Set Salesforce Campaign Member Status
Drift Goal Reached to Remove from Google Ads Audience to Assign Salesforce Lead to Group
Drift Goal Reached to Add Trello Card to Add Salesforce Task
Drift Goal Reached to Set Salesforce Campaign Member Status to Send Segment Event
Drift Goal Reached to Check Salesforce Field to Send Segment Event
Drift Goal Reached to Add to Facebook Custom Audience
New Drift Contact to Update Salesforce Field to Add Trello Card
New Drift Contact to Add Salesforce Task
Drift Goal Reached to Assign Salesforce Lead to Group
New Drift Contact to Assign Salesforce Lead
Drift Goal Reached to Update Salesforce Field
Showing 20 of 1968 Marketing Automation ideas using Autopilot's Drift and Salesforce integration.
About Drift
Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.
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 Drift integration.
Triggers
New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.
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.
