Email + Salesforce + Facebook integration

Use Autopilot to create journeys that use the Email, Salesforce and Facebook integrations.

Marketing Automation ideas to integrate Email, Salesforce and Facebook.

Email Activity to Create Salesforce Opportunity to Remove From Facebook Custom Audience

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Email Activity to Create Salesforce Opportunity to Add to Facebook Custom Audience

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Email Activity to Assign Salesforce Lead to Remove From Facebook Custom Audience

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Email Activity to Assign Salesforce Lead to Add to Facebook Custom Audience

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Email Activity to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Email Activity to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Email Activity to Add Salesforce Task to Remove From Facebook Custom Audience

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Email Activity to Add Salesforce Task to Add to Facebook Custom Audience

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Email Activity to Check Salesforce Field to Remove From Facebook Custom Audience

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Email Activity to Check Salesforce Field to Add to Facebook Custom Audience

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Email Activity to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Email Activity to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Email Activity to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience

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Email Activity to Assign Salesforce Lead to Group to Add to Facebook Custom Audience

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Email Activity to Update Salesforce Field to Remove From Facebook Custom Audience

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Email Activity to Update Salesforce Field to Add to Facebook Custom Audience

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Email Activity to Remove From Facebook Custom Audience to Create Salesforce Opportunity

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Email Activity to Remove From Facebook Custom Audience to Assign Salesforce Lead

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Email Activity to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status

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Email Activity to Remove From Facebook Custom Audience to Add Salesforce Task

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Email Activity to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group

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Email Activity to Remove From Facebook Custom Audience to Update Salesforce Field

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Email Activity to Add to Facebook Custom Audience to Create Salesforce Opportunity

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Email Activity to Add to Facebook Custom Audience to Assign Salesforce Lead

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Email Activity to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status

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Email Activity to Add to Facebook Custom Audience to Add Salesforce Task

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Email Activity to Add to Facebook Custom Audience to Assign Salesforce Lead to Group

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Email Activity to Add to Facebook Custom Audience to Update Salesforce Field

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Email Activity to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity

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Email Activity to Has Submitted Facebook Lead Ad to Assign Salesforce Lead

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Email Activity to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status

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Email Activity to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Email Activity to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Email Activity to Has Submitted Facebook Lead Ad to Update Salesforce Field

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Salesforce Campaign Trigger to Check Email Status to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Check Email Status to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Send Email to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Send Email to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Send Email

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Send Email

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Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Send Email

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Salesforce Field Changed to Check Email Status to Remove From Facebook Custom Audience

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Salesforce Field Changed to Check Email Status to Add to Facebook Custom Audience

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Salesforce Field Changed to Send Email to Remove From Facebook Custom Audience

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Salesforce Field Changed to Send Email to Add to Facebook Custom Audience

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Salesforce Field Changed to Remove From Facebook Custom Audience to Send Email

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Salesforce Field Changed to Add to Facebook Custom Audience to Send Email

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Send Email

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Facebook Lead Ad Submitted to Check Email Status to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Check Email Status to Assign Salesforce Lead

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Facebook Lead Ad Submitted to Check Email Status to Set Salesforce Campaign Member Status

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Facebook Lead Ad Submitted to Check Email Status to Add Salesforce Task

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Facebook Lead Ad Submitted to Check Email Status to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Check Email Status to Update Salesforce Field

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Facebook Lead Ad Submitted to Send Email to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Send Email to Assign Salesforce Lead

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Facebook Lead Ad Submitted to Send Email to Set Salesforce Campaign Member Status

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Facebook Lead Ad Submitted to Send Email to Add Salesforce Task

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Facebook Lead Ad Submitted to Send Email to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Send Email to Update Salesforce Field

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Facebook Lead Ad Submitted to Create Salesforce Opportunity to Send Email

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Send Email

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Facebook Lead Ad Submitted to Set Salesforce Campaign Member Status to Send Email

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Facebook Lead Ad Submitted to Add Salesforce Task to Send Email

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Facebook Lead Ad Submitted to Check Salesforce Field to Send Email

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Facebook Lead Ad Submitted to Check Salesforce Campaign Member Status to Send Email

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Group to Send Email

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Facebook Lead Ad Submitted to Update Salesforce Field to Send Email

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Salesforce Campaign Trigger to Check Email Status to Remove From Facebook Custom Audience

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Email Activity to Remove From Facebook Custom Audience to Assign Salesforce Lead

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Email Activity to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Send Email to Add Salesforce Task

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

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Salesforce Campaign Trigger to Check Email Status to Assign Salesforce Lead to Group

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Email Activity to Check Email Status to Set Salesforce Campaign Member Status

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Email Activity to Set Salesforce Campaign Member Status to Send Email

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

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Facebook Lead Ad Submitted to Send Email to Add Salesforce Task

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Salesforce Campaign Trigger to Check Email Status to Update Salesforce Field

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Email Activity to Has Submitted Facebook Lead Ad to Update Salesforce Field

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Email Activity to Check Salesforce Campaign Member Status to Send Email

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Salesforce Field Changed to Assign Salesforce Lead to Send Email

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send Email

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Salesforce Campaign Trigger to Send Email to Set Salesforce Campaign Member Status

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Facebook Lead Ad Submitted to Send Email to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Create Salesforce Opportunity to Send Email

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Salesforce Field Changed to Send Email to Assign Salesforce Lead

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Salesforce Campaign Trigger to Update Salesforce Field to Send Email

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Showing 88 journey ideas for Email, Salesforce and Facebook

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 Facebook integration

Our Facebook integration takes your audiences and automatically syncs them with Facebook to help you grow them. Target customers similar to the ones in each of your audiences.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Email integration, Salesforce integration and the Facebook 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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.

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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.

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, Salesforce and Facebook.