Drift + Wufoo + Salesforce integration

Use Autopilot to create journeys that use the Drift, Wufoo and Salesforce integrations.

Marketing Automation ideas to integrate Drift, Wufoo and Salesforce.

New Drift Contact to Has Submitted Wufoo Form to Create Salesforce Opportunity

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New Drift Contact to Has Submitted Wufoo Form to Assign Salesforce Lead

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New Drift Contact to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status

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New Drift Contact to Has Submitted Wufoo Form to Add Salesforce Task

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New Drift Contact to Has Submitted Wufoo Form to Assign Salesforce Lead to Group

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New Drift Contact to Has Submitted Wufoo Form to Update Salesforce Field

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Drift Goal Reached to Has Submitted Wufoo Form to Create Salesforce Opportunity

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Drift Goal Reached to Has Submitted Wufoo Form to Assign Salesforce Lead

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Drift Goal Reached to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status

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Drift Goal Reached to Has Submitted Wufoo Form to Add Salesforce Task

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Drift Goal Reached to Has Submitted Wufoo Form to Assign Salesforce Lead to Group

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Drift Goal Reached to Has Submitted Wufoo Form to Update Salesforce Field

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Drift Goal Reached to Has Submitted Wufoo Form to Add Salesforce Task

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Drift Goal Reached to Has Submitted Wufoo Form to Create Salesforce Opportunity

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New Drift Contact to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status

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Drift Goal Reached to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status

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Drift Goal Reached to Has Submitted Wufoo Form to Update Salesforce Field

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New Drift Contact to Has Submitted Wufoo Form to Create Salesforce Opportunity

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New Drift Contact to Has Submitted Wufoo Form to Update Salesforce Field

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New Drift Contact to Has Submitted Wufoo Form to Assign Salesforce Lead to Group

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New Drift Contact to Has Submitted Wufoo Form to Assign Salesforce Lead

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Drift Goal Reached to Has Submitted Wufoo Form to Assign Salesforce Lead

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New Drift Contact to Has Submitted Wufoo Form to Add Salesforce Task

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Drift Goal Reached to Has Submitted Wufoo Form to Assign Salesforce Lead to Group

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Showing 24 journey ideas for Drift, Wufoo and Salesforce

About the Drift integration

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 the Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.

About the Salesforce integration

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 the Drift integration, Wufoo integration and the Salesforce integration.

Journey 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.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo 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 Wufoo Form
Check if a contact has previously submitted a specific Wufoo 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.

Journey 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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Drift, Wufoo and Salesforce.