Forms + Custom Fields Integration

Use Autopilot to automate and integrate Forms and Custom Fields.

Marketing Automation ideas to integrate Forms and Custom Fields

Form Submitted to Update Field

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Removed From List to Has Submitted Form to Update Field

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Form Submitted to Send Sendgrid Transactional Email to Update Field

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Field Match to Has Submitted Form to Assign Salesforce Lead

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Form Submitted to Send Push Notification to Update Field

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Form Submitted to Update Salesforce Field

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Instapage Form Submitted to Update Field

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Form Submitted to Send Segment Event

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New Drift Contact to Update Field

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Form Submitted to Add to Facebook Custom Audience to Update Field

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Form Submitted to Check Field to Assign Salesforce Lead to Group

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Form Submitted to Update Field

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Form Submitted to Update Field

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Form Submitted to Send Push Notification

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Form Submitted to Update Field to Send Sendgrid Transactional Email

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Field Match to Update Salesforce Field

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Field Match to Send Push Notification

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Field Match to Has Submitted Form to Send Amplitude Event

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Form Submitted to Assign Salesforce Lead to Update Field

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Form Submitted to Update Field

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Showing 20 of 138 Marketing Automation ideas using Autopilot's Forms and Custom Fields integration.

About Forms

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 Custom Fields

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 Forms integration.

Triggers

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

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).

Actions

Update Field
Update a 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 Forms and Custom Fields.