Forms + Segment + Salesforce integration
Use Autopilot to create journeys that use the Forms, Segment and Salesforce integrations.
Marketing Automation ideas to integrate Forms, Segment and Salesforce.
Form Submitted to Send Segment Event to Create Salesforce Opportunity
Form Submitted to Send Segment Event to Assign Salesforce Lead
Form Submitted to Send Segment Event to Set Salesforce Campaign Member Status
Form Submitted to Send Segment Event to Add Salesforce Task
Form Submitted to Send Segment Event to Assign Salesforce Lead to Group
Form Submitted to Send Segment Event to Update Salesforce Field
Form Submitted to Create Salesforce Opportunity to Send Segment Event
Form Submitted to Assign Salesforce Lead to Send Segment Event
Form Submitted to Set Salesforce Campaign Member Status to Send Segment Event
Form Submitted to Add Salesforce Task to Send Segment Event
Form Submitted to Check Salesforce Field to Send Segment Event
Form Submitted to Check Salesforce Campaign Member Status to Send Segment Event
Form Submitted to Assign Salesforce Lead to Group to Send Segment Event
Form Submitted to Update Salesforce Field to Send Segment Event
Segment Event to Has Submitted Form to Create Salesforce Opportunity
Segment Event to Has Submitted Form to Assign Salesforce Lead
Segment Event to Has Submitted Form to Set Salesforce Campaign Member Status
Segment Event to Has Submitted Form to Add Salesforce Task
Segment Event to Has Submitted Form to Assign Salesforce Lead to Group
Segment Event to Has Submitted Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Form to Send Segment Event
Salesforce Field Changed to Has Submitted Form to Send Segment Event
Form Submitted to Send Segment Event to Create Salesforce Opportunity
Form Submitted to Assign Salesforce Lead to Group to Send Segment Event
Form Submitted to Send Segment Event to Update Salesforce Field
Form Submitted to Check Salesforce Campaign Member Status to Send Segment Event
Form Submitted to Send Segment Event to Set Salesforce Campaign Member Status
Form Submitted to Has Submitted Form to Send Segment Event
Segment Event to Has Submitted Form to Set Salesforce Campaign Member Status
Segment Event to Has Submitted Form to Assign Salesforce Lead to Group
Form Submitted to Assign Salesforce Lead to Send Segment Event
Form Submitted to Update Salesforce Field to Send Segment Event
Segment Event to Has Submitted Form to Send Segment Event
Form Submitted to Send Segment Event to Assign Salesforce Lead to Group
Form Submitted to Send Segment Event to Assign Salesforce Lead
Form Submitted to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Campaign Trigger to Has Submitted Form to Send Segment Event
Salesforce Field Changed to Has Submitted Form to Send Segment Event
Form Submitted to Check Salesforce Field to Send Segment Event
Segment Event to Has Submitted Form to Add Salesforce Task
Segment Event to Has Submitted Form to Create Salesforce Opportunity
Form Submitted to Send Segment Event to Add Salesforce Task
Showing 42 journey ideas for Forms, Segment 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 Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
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, Segment integration and the Salesforce integration.
Journey Triggers
Form Submitted
Add a contact to a journey when they submit a form.
Segment Event
Add a contact to a journey when they perform a Segment event.
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 Segment Event
Send a contextual Segment 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.
