Email + Salesforce + Custom Fields integration
Use Autopilot to create journeys that use the Email, Salesforce and Custom Fields integrations.
Marketing Automation ideas to integrate Email, Salesforce and Custom Fields.
Email Activity to Create Salesforce Opportunity to Update Field
Email Activity to Assign Salesforce Lead to Update Field
Email Activity to Set Salesforce Campaign Member Status to Update Field
Email Activity to Add Salesforce Task to Update Field
Email Activity to Check Salesforce Field to Update Field
Email Activity to Check Salesforce Campaign Member Status to Update Field
Email Activity to Assign Salesforce Lead to Group to Update Field
Email Activity to Update Salesforce Field to Update Field
Email Activity to Update Field to Create Salesforce Opportunity
Email Activity to Update Field to Assign Salesforce Lead
Email Activity to Update Field to Set Salesforce Campaign Member Status
Email Activity to Update Field to Add Salesforce Task
Email Activity to Update Field to Assign Salesforce Lead to Group
Email Activity to Update Field to Update Salesforce Field
Email Activity to Check Field to Create Salesforce Opportunity
Email Activity to Check Field to Assign Salesforce Lead
Email Activity to Check Field to Set Salesforce Campaign Member Status
Email Activity to Check Field to Add Salesforce Task
Email Activity to Check Field to Assign Salesforce Lead to Group
Email Activity to Check Field to Update Salesforce Field
Salesforce Campaign Trigger to Check Email Status to Update Field
Salesforce Campaign Trigger to Send Email to Update Field
Salesforce Campaign Trigger to Update Field to Send Email
Salesforce Campaign Trigger to Check Field to Send Email
Salesforce Field Changed to Check Email Status to Update Field
Salesforce Field Changed to Send Email to Update Field
Salesforce Field Changed to Update Field to Send Email
Salesforce Field Changed to Check Field to Send Email
Field Match to Check Email Status to Create Salesforce Opportunity
Field Match to Check Email Status to Assign Salesforce Lead
Field Match to Check Email Status to Set Salesforce Campaign Member Status
Field Match to Check Email Status to Add Salesforce Task
Field Match to Check Email Status to Assign Salesforce Lead to Group
Field Match to Check Email Status to Update Salesforce Field
Field Match to Send Email to Create Salesforce Opportunity
Field Match to Send Email to Assign Salesforce Lead
Field Match to Send Email to Set Salesforce Campaign Member Status
Field Match to Send Email to Add Salesforce Task
Field Match to Send Email to Assign Salesforce Lead to Group
Field Match to Send Email to Update Salesforce Field
Field Match to Create Salesforce Opportunity to Send Email
Field Match to Assign Salesforce Lead to Send Email
Field Match to Set Salesforce Campaign Member Status to Send Email
Field Match to Add Salesforce Task to Send Email
Field Match to Check Salesforce Field to Send Email
Field Match to Check Salesforce Campaign Member Status to Send Email
Field Match to Assign Salesforce Lead to Group to Send Email
Field Match to Update Salesforce Field to Send Email
Email Activity to Check Salesforce Field to Update Field
Salesforce Campaign Trigger to Update Salesforce Field to Send Email
Field Match to Assign Salesforce Lead to Send Email
Salesforce Field Changed to Send Email to Update Salesforce Field
Salesforce Campaign Trigger to Check Email Status to Update Salesforce Field
Salesforce Field Changed to Check Email Status to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Email Status to Create Salesforce Opportunity
Email Activity to Check Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Create Salesforce Opportunity to Send Email
Email Activity to Check Field to Update Salesforce Field
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Email
Salesforce Campaign Trigger to Update Field to Send Email
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Email
Salesforce Campaign Trigger to Check Email Status to Assign Salesforce Lead to Group
Salesforce Field Changed to Check Email Status to Update Field
Field Match to Check Email Status to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Email Status to Add Salesforce Task
Salesforce Campaign Trigger to Send Email to Assign Salesforce Lead
Email Activity to Check Salesforce Campaign Member Status to Send Email
Field Match to Check Salesforce Field to Send Email
Showing 68 journey ideas for Email, Salesforce 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 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.
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, Salesforce 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.
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).
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).
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.
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.
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.
Update Field
Update a field to a specific value.
