Forms + Mixpanel + Salesforce integration

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

Marketing Automation ideas to integrate Forms, Mixpanel and Salesforce.

Form Submitted to Send Mixpanel Event to Create Salesforce Opportunity

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Form Submitted to Send Mixpanel Event to Assign Salesforce Lead

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Form Submitted to Send Mixpanel Event to Set Salesforce Campaign Member Status

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Form Submitted to Send Mixpanel Event to Add Salesforce Task

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Form Submitted to Send Mixpanel Event to Assign Salesforce Lead to Group

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Form Submitted to Send Mixpanel Event to Update Salesforce Field

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Form Submitted to Create Salesforce Opportunity to Send Mixpanel Event

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Form Submitted to Assign Salesforce Lead to Send Mixpanel Event

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Form Submitted to Set Salesforce Campaign Member Status to Send Mixpanel Event

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Form Submitted to Add Salesforce Task to Send Mixpanel Event

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Form Submitted to Check Salesforce Field to Send Mixpanel Event

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Form Submitted to Check Salesforce Campaign Member Status to Send Mixpanel Event

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Form Submitted to Assign Salesforce Lead to Group to Send Mixpanel Event

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Form Submitted to Update Salesforce Field to Send Mixpanel Event

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Mixpanel Event to Has Submitted Form to Create Salesforce Opportunity

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Mixpanel Event to Has Submitted Form to Assign Salesforce Lead

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Mixpanel Event to Has Submitted Form to Set Salesforce Campaign Member Status

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Mixpanel Event to Has Submitted Form to Add Salesforce Task

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Mixpanel Event to Has Submitted Form to Assign Salesforce Lead to Group

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Mixpanel Event to Has Submitted Form to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Form to Send Mixpanel Event

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Salesforce Field Changed to Has Submitted Form to Send Mixpanel Event

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Mixpanel Event to Has Submitted Form to Add Salesforce Task

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Form Submitted to Check Salesforce Field to Send Mixpanel Event

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Form Submitted to Create Salesforce Opportunity to Send Mixpanel Event

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Salesforce Campaign Trigger to Has Submitted Form to Send Mixpanel Event

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Mixpanel Event to Has Submitted Form to Create Salesforce Opportunity

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Form Submitted to Check Salesforce Campaign Member Status to Send Mixpanel Event

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Form Submitted to Has Submitted Form to Send Mixpanel Event

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Form Submitted to Send Mixpanel Event to Assign Salesforce Lead

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Form Submitted to Send Mixpanel Event to Update Salesforce Field

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Form Submitted to Send Mixpanel Event to Assign Salesforce Lead to Group

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Form Submitted to Assign Salesforce Lead to Send Mixpanel Event

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Mixpanel Event to Has Submitted Form to Set Salesforce Campaign Member Status

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Form Submitted to Send Mixpanel Event to Add Salesforce Task

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Form Submitted to Update Salesforce Field to Send Mixpanel Event

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Mixpanel Event to Has Submitted Form to Update Salesforce Field

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Form Submitted to Add Salesforce Task to Send Mixpanel Event

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Form Submitted to Send Mixpanel Event to Create Salesforce Opportunity

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Mixpanel Event to Has Submitted Form to Assign Salesforce Lead to Group

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Form Submitted to Set Salesforce Campaign Member Status to Send Mixpanel Event

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Mixpanel Event to Has Submitted Form to Assign Salesforce Lead

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Showing 42 journey ideas for Forms, Mixpanel 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 Mixpanel integration

Mixpanel is the most advanced analytics platform for mobile & web. Autopilot has graphing and analysis capabilities rivalling Mixpanel, and additionally allows you to segment your customer base and send email, SMS and in-app messaging campaigns to those segmented customers.

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, Mixpanel integration and the Salesforce integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.
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 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

Send Mixpanel Event
Send a Mixpanel Event.
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, Mixpanel and Salesforce.