Forms + Custom Fields + Salesforce integration

Use Autopilot to create journeys that use the Forms, Custom Fields and Salesforce integrations.

Marketing Automation ideas to integrate Forms, Custom Fields and Salesforce.

Form Submitted to Update Field to Create Salesforce Opportunity

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Form Submitted to Update Field to Assign Salesforce Lead

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Form Submitted to Update Field to Set Salesforce Campaign Member Status

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Form Submitted to Update Field to Add Salesforce Task

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Form Submitted to Update Field to Assign Salesforce Lead to Group

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Form Submitted to Update Field to Update Salesforce Field

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Form Submitted to Check Field to Create Salesforce Opportunity

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Form Submitted to Check Field to Assign Salesforce Lead

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Form Submitted to Check Field to Set Salesforce Campaign Member Status

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Form Submitted to Check Field to Add Salesforce Task

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Form Submitted to Check Field to Assign Salesforce Lead to Group

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Form Submitted to Check Field to Update Salesforce Field

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Form Submitted to Create Salesforce Opportunity to Update Field

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Form Submitted to Assign Salesforce Lead to Update Field

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Form Submitted to Set Salesforce Campaign Member Status to Update Field

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Form Submitted to Add Salesforce Task to Update Field

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Form Submitted to Check Salesforce Field to Update Field

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Form Submitted to Check Salesforce Campaign Member Status to Update Field

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Form Submitted to Assign Salesforce Lead to Group to Update Field

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Form Submitted to Update Salesforce Field to Update Field

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Field Match to Has Submitted Form to Create Salesforce Opportunity

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Field Match to Has Submitted Form to Assign Salesforce Lead

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Field Match to Has Submitted Form to Set Salesforce Campaign Member Status

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Field Match to Has Submitted Form to Add Salesforce Task

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Field Match to Has Submitted Form to Assign Salesforce Lead to Group

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Field Match to Has Submitted Form to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Form to Update Field

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Salesforce Field Changed to Has Submitted Form to Update Field

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Field Match to Has Submitted Form to Update Salesforce Field

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Form Submitted to Update Salesforce Field to Update Field

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Form Submitted to Check Field to Create Salesforce Opportunity

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Form Submitted to Add Salesforce Task to Update Field

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Form Submitted to Check Salesforce Field to Update Field

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Field Match to Has Submitted Form to Set Salesforce Campaign Member Status

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Form Submitted to Update Field to Create Salesforce Opportunity

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Field Match to Has Submitted Form to Add Salesforce Task

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Form Submitted to Update Field to Update Salesforce Field

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Salesforce Field Changed to Has Submitted Form to Update Field

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Form Submitted to Update Field to Set Salesforce Campaign Member Status

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Form Submitted to Check Field to Add Salesforce Task

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Form Submitted to Assign Salesforce Lead to Group to Update Field

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Form Submitted to Assign Salesforce Lead to Update Field

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Form Submitted to Update Field to Assign Salesforce Lead to Group

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Form Submitted to Check Field to Update Salesforce Field

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Form Submitted to Check Field to Assign Salesforce Lead to Group

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Field Match to Has Submitted Form to Assign Salesforce Lead to Group

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Field Match to Has Submitted Form to Create Salesforce Opportunity

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Form Submitted to Check Salesforce Campaign Member Status to Update Field

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Showing 48 journey ideas for Forms, Custom Fields and Salesforce

About the Forms integration

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 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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Forms integration, Custom Fields integration and the Salesforce integration.

Journey 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).
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 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).
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

Update Field
Update a field to a specific value.
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 Forms, Custom Fields and Salesforce.