Facebook + Salesforce + Sendgrid integration

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

Marketing Automation ideas to integrate Facebook, Salesforce and Sendgrid.

Facebook Lead Ad Submitted to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Send Sendgrid Transactional Email

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

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Facebook Lead Ad Submitted to Add Salesforce Task to Send Sendgrid Transactional Email

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Facebook Lead Ad Submitted to Check Salesforce Field to Send Sendgrid Transactional Email

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

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

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Facebook Lead Ad Submitted to Update Salesforce Field to Send Sendgrid Transactional Email

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Facebook Lead Ad Submitted to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead

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

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Facebook Lead Ad Submitted to Send Sendgrid Transactional Email to Add Salesforce Task

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

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Facebook Lead Ad Submitted to Send Sendgrid Transactional Email to Update Salesforce Field

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

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

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

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

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

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

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

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

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

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

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience

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

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Add to Facebook Custom Audience

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

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Assign Salesforce Lead

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

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Facebook Lead Ad Submitted to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Update Salesforce Field

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Update Salesforce Field

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Salesforce Campaign Trigger to Add Salesforce Task to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Salesforce Field Changed to Remove From Facebook Custom Audience to Add Salesforce Task

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Facebook Lead Ad Submitted to Update Salesforce Field to Add to Facebook Custom Audience

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Salesforce Field Changed to Create Salesforce Opportunity to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Add Salesforce Task

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Salesforce Campaign Trigger to Check Salesforce Field to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Update Salesforce Field

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Salesforce Field Changed to Remove From Facebook Custom Audience to Update Salesforce Field

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Salesforce Field Changed to Create Salesforce Opportunity to Add to Facebook Custom Audience

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Showing 44 journey ideas for Facebook, Salesforce and Sendgrid

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.

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Salesforce integration and the Sendgrid integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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

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

Journey Actions

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.
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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Facebook, Salesforce and Sendgrid.