Email + Custom Fields + Forms integration

Use Autopilot to create journeys that use the Email, Custom Fields and Forms integrations.

Marketing Automation ideas to integrate Email, Custom Fields and Forms.

Email Activity to Has Submitted Form to Update Field

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Field Match to Has Submitted Form to Send Email

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Form Submitted to Check Email Status to Update Field

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Form Submitted to Send Email to Update Field

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Form Submitted to Update Field to Send Email

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Form Submitted to Check Field to Send Email

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Form Submitted to Update Field to Send Email

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Form Submitted to Check Email Status to Update Field

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Field Match to Update Field to Send Email

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Email Activity to Check Email Status to Update Field

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Field Match to Has Submitted Form to Send Email

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Email Activity to Update Field to Send Email

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Field Match to Check Email Status to Update Field

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Form Submitted to Check Field to Send Email

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Field Match to Check Field to Send Email

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Email Activity to Has Submitted Form to Update Field

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Email Activity to Send Email to Update Field

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Form Submitted to Send Email to Update Field

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Email Activity to Check Field to Send Email

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Field Match to Send Email to Update Field

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Showing 20 journey ideas for Email, Custom Fields and Forms

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

About the Forms integration

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 the Email integration, Custom Fields integration and the Forms integration.

Journey Triggers

Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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.

Journey Actions

Send Email
Send a contact a personalized marketing or transactional email.
Update Field
Update a 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 Email, Custom Fields and Forms.