Lists + Salesforce Integration
Use Autopilot to automate and integrate Lists and Salesforce.
Marketing Automation ideas to integrate Lists and Salesforce
Removed From List to Update Salesforce Field
Facebook Lead Ad Submitted to Assign Salesforce Lead
Removed From List to Assign Salesforce Lead to Add to List
List Trigger to Create Salesforce Opportunity to Add to List
Salesforce Field Changed to Assign Salesforce Lead to Group to Add to List
Salesforce Campaign Trigger to Add to List
Salesforce Field Changed to Remove From List
Removed From List to Update HubSpot Contact Field to Set Salesforce Campaign Member Status
Amplitude Event to Add to List to Add Salesforce Task
LiveChat Tag to Assign Salesforce Lead to Group
Amplitude Event to Add to List
List Trigger to Send Mixpanel Event to Create Salesforce Opportunity
Salesforce Field Changed to Is on List or Segment to Add Salesforce Task
List Trigger to Update Salesforce Field
Removed From List to Remove From List to Assign Salesforce Lead to Group
LiveChat Tag to Add to List to Assign Salesforce Lead
Segment Event to Create Salesforce Opportunity to Add to List
Smart Segment Trigger to Add Salesforce Task
Smart Segment Trigger to Check Lead Status to Add Salesforce Task
Amplitude Event to Assign Salesforce Lead to Group
Showing 20 of 3666 Marketing Automation ideas using Autopilot's Lists and Salesforce integration.
About Lists
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
About Salesforce
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 Lists integration.
Triggers
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Actions
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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.
