Lead Scoring + Sendgrid + Salesforce integration

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

Marketing Automation ideas to integrate Lead Scoring, Sendgrid and Salesforce.

Salesforce Campaign Trigger to Change Score to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Change Score

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Salesforce Field Changed to Change Score to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email to Change Score

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Salesforce Field Changed to Change Score to Send Sendgrid Transactional Email

Try this free

Salesforce Campaign Trigger to Change Score to Send Sendgrid Transactional Email

Try this free

Salesforce Field Changed to Send Sendgrid Transactional Email to Change Score

Try this free

Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Change Score

Try this free

Showing 8 journey ideas for Lead Scoring, Sendgrid and Salesforce

About the Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) 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

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 Lead Scoring integration, Sendgrid integration and the Salesforce integration.

Journey Triggers

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

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

Change Score
Increases or decrease a number field by a specific amount.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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 Lead Scoring, Sendgrid and Salesforce.