Forms + Salesforce + Sendgrid integration

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

Marketing Automation ideas to integrate Forms, Salesforce and Sendgrid.

Form Submitted to Create Salesforce Opportunity to Send Sendgrid Transactional Email

Try this free

Form Submitted to Assign Salesforce Lead to Send Sendgrid Transactional Email

Try this free

Form Submitted to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

Try this free

Form Submitted to Add Salesforce Task to Send Sendgrid Transactional Email

Try this free

Form Submitted to Check Salesforce Field to Send Sendgrid Transactional Email

Try this free

Form Submitted to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

Try this free

Form Submitted to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

Try this free

Form Submitted to Update Salesforce Field to Send Sendgrid Transactional Email

Try this free

Form Submitted to Send Sendgrid Transactional Email to Create Salesforce Opportunity

Try this free

Form Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead

Try this free

Form Submitted to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

Try this free

Form Submitted to Send Sendgrid Transactional Email to Add Salesforce Task

Try this free

Form Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

Try this free

Form Submitted to Send Sendgrid Transactional Email to Update Salesforce Field

Try this free

Salesforce Campaign Trigger to Has Submitted Form to Send Sendgrid Transactional Email

Try this free

Salesforce Field Changed to Has Submitted Form to Send Sendgrid Transactional Email

Try this free

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

Try this free

Form Submitted to Update Salesforce Field to Send Sendgrid Transactional Email

Try this free

Salesforce Field Changed to Has Submitted Form to Assign Salesforce Lead

Try this free

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

Try this free

Salesforce Campaign Trigger to Has Submitted Form to Set Salesforce Campaign Member Status

Try this free

Form Submitted to Has Submitted Form to Add Salesforce Task

Try this free

Salesforce Field Changed to Has Submitted Form to Send Sendgrid Transactional Email

Try this free

Salesforce Campaign Trigger to Has Submitted Form to Create Salesforce Opportunity

Try this free

Form Submitted to Assign Salesforce Lead to Send Sendgrid Transactional Email

Try this free

Salesforce Campaign Trigger to Has Submitted Form to Send Sendgrid Transactional Email

Try this free

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

Try this free

Salesforce Campaign Trigger to Has Submitted Form to Add Salesforce Task

Try this free

Form Submitted to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

Try this free

Form Submitted to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

Try this free

Form Submitted to Add Salesforce Task to Send Sendgrid Transactional Email

Try this free

Form Submitted to Has Submitted Form to Create Salesforce Opportunity

Try this free

Form Submitted to Has Submitted Form to Update Salesforce Field

Try this free

Form Submitted to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

Try this free

Salesforce Campaign Trigger to Has Submitted Form to Update Salesforce Field

Try this free

Form Submitted to Send Sendgrid Transactional Email to Add Salesforce Task

Try this free

Showing 36 journey ideas for Forms, Salesforce and Sendgrid

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 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 Forms integration, Salesforce integration and the Sendgrid 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).

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.
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 Forms, Salesforce and Sendgrid.