Forms + Salesforce + Instapage integration
Use Autopilot to create journeys that use the Forms, Salesforce and Instapage integrations.
Marketing Automation ideas to integrate Forms, Salesforce and Instapage.
Instapage Form Submitted to Has Submitted Form to Create Salesforce Opportunity
Instapage Form Submitted to Has Submitted Form to Assign Salesforce Lead
Instapage Form Submitted to Has Submitted Form to Set Salesforce Campaign Member Status
Instapage Form Submitted to Has Submitted Form to Add Salesforce Task
Instapage Form Submitted to Has Submitted Form to Assign Salesforce Lead to Group
Instapage Form Submitted to Has Submitted Form to Update Salesforce Field
Form Submitted to Has Submitted Form to Add Salesforce Task
Salesforce Field Changed to Has Submitted Form to Add Salesforce Task
Instapage Form Submitted to Has Submitted Form to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Form to Assign Salesforce Lead
Form Submitted to Has Submitted Form to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Form to Create Salesforce Opportunity
Instapage Form Submitted to Has Submitted Form to Add Salesforce Task
Salesforce Field Changed to Has Submitted Form to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Form to Create Salesforce Opportunity
Instapage Form Submitted to Has Submitted Form to Assign Salesforce Lead to Group
Form Submitted to Has Submitted Form to Assign Salesforce Lead to Group
Form Submitted to Has Submitted Form to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Form to Set Salesforce Campaign Member Status
Form Submitted to Has Submitted Form to Update Salesforce Field
Instapage Form Submitted to Has Submitted Form to Update Salesforce Field
Salesforce Field Changed to Has Submitted Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Form to Add Salesforce Task
Instapage Form Submitted to Has Submitted Form to Create Salesforce Opportunity
Form Submitted to Has Submitted Form to Assign Salesforce Lead
Showing 26 journey ideas for Forms, Salesforce and Instapage
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 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 Instapage integration
Instapage helps advertisers increase conversions by enabling the creation, personalization, and optimization of landing pages at scale.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Forms integration, Salesforce integration and the Instapage integration.
Journey Triggers
Form Submitted
Add a contact to a journey when they submit a form.
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).
Instapage Form Submitted
Using form capture, captures a form submission and relevant details from an Instapage form
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
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.
