Forms + Typeform + Salesforce integration
Use Autopilot to create journeys that use the Forms, Typeform and Salesforce integrations.
Marketing Automation ideas to integrate Forms, Typeform and Salesforce.
Form Submitted to Has Submitted Typeform to Create Salesforce Opportunity
Form Submitted to Has Submitted Typeform to Assign Salesforce Lead
Form Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status
Form Submitted to Has Submitted Typeform to Add Salesforce Task
Form Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group
Form Submitted to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Submitted Form to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Form to Assign Salesforce Lead
Typeform Submitted to Has Submitted Form to Set Salesforce Campaign Member Status
Typeform Submitted to Has Submitted Form to Add Salesforce Task
Typeform Submitted to Has Submitted Form to Assign Salesforce Lead to Group
Typeform Submitted to Has Submitted Form to Update Salesforce Field
Form Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Has Submitted Form to Update Salesforce Field
Typeform Submitted to Has Submitted Form to Assign Salesforce Lead
Typeform Submitted to Has Submitted Form to Add Salesforce Task
Typeform Submitted to Has Submitted Form to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Form to Assign Salesforce Lead to Group
Typeform Submitted to Has Submitted Form to Set Salesforce Campaign Member Status
Form Submitted to Has Submitted Typeform to Add Salesforce Task
Form Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status
Form Submitted to Has Submitted Typeform to Assign Salesforce Lead
Form Submitted to Has Submitted Typeform to Create Salesforce Opportunity
Form Submitted to Has Submitted Typeform to Update Salesforce Field
Showing 24 journey ideas for Forms, Typeform 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 Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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, Typeform integration and the Salesforce integration.
Journey Triggers
Form Submitted
Add a contact to a journey when they submit a form.
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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.
