Email + Forms + Custom Fields integration
Use Autopilot to create journeys that use the Email, Forms and Custom Fields integrations.
Marketing Automation ideas to integrate Email, Forms and Custom Fields.
Email Activity to Has Submitted Form to Update Field
Form Submitted to Check Email Status to Update Field
Form Submitted to Send Email to Update Field
Form Submitted to Update Field to Send Email
Form Submitted to Check Field to Send Email
Field Match to Has Submitted Form to Send Email
Form Submitted to Check Field to Send Email
Field Match to Has Submitted Form to Send Email
Form Submitted to Send Email to Update Field
Form Submitted to Update Field to Send Email
Form Submitted to Check Email Status to Update Field
Email Activity to Has Submitted Form to Send Email
Form Submitted to Has Submitted Form to Send Email
Email Activity to Has Submitted Form to Update Field
Showing 14 journey ideas for Email, Forms and Custom Fields
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 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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Email integration, Forms integration and the Custom Fields 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.
Form Submitted
Add a contact to a journey when they submit a form.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Has Submitted Form
Check if a contact has previously submitted a specific form.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Send Email
Send a contact a personalized marketing or transactional email.
Update Field
Update a field to a specific value.
