Email + Salesforce Integration

Use Autopilot to automate and integrate Email and Salesforce.

Marketing Automation ideas to integrate Email and Salesforce

Email Activity to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group

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Email Activity to Check Salesforce Field to Send Email

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Salesforce Field Changed to Check Email Status to Add Salesforce Task

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Salesforce Field Changed to Add HubSpot CRM Deal

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Typeform Submitted to Update Salesforce Field to Send Email

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Email

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HubSpot CRM Deal Stage Match to Create Salesforce Opportunity

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Add Intercom Tag to Send Email to Assign Salesforce Lead to Group

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Delighted NPS Response to Send Email to Assign Salesforce Lead to Group

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Email Activity to Update Salesforce Field

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead

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Email Activity to Assign Salesforce Lead to Group

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Email Activity to Check Email Status to Update Salesforce Field

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Email Activity to Add Salesforce Task

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Mixpanel Event to Assign Salesforce Lead to Group to Send Email

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Email Activity to Update Salesforce Field

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Amplitude Event to Assign Salesforce Lead

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Email Activity to Create Salesforce Opportunity

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Email Activity to Set Salesforce Campaign Member Status

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Showing 20 of 1315 Marketing Automation ideas using Autopilot's Email and Salesforce integration.

About Email

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 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 Email integration.

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.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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

Send Email
Send a contact a personalized marketing or transactional email.
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 Email and Salesforce.