Salesforce Integrations
Follow up new Salesforce leads, assign leads to sales, and convert them into customers.
Marketing Automation ideas to integrate Salesforce
Instapage Form Submitted to Add to List to Update Salesforce Field
Add Intercom Tag to Assign Salesforce Lead
Form Submitted to Assign Salesforce Lead
Smart Segment Trigger to Add Salesforce Task
Field Match to Add Salesforce Task
New Intercom Lead to Send Delighted NPS Survey to Add Salesforce Task
SurveyMonkey Survey Response to Assign Salesforce Lead
Add Intercom Tag to Update Salesforce Field
Salesforce Field Changed to Send Amplitude Event
Unsubscribed from Mailchimp Audience to Add Trello Card to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send Amplitude Event
Twilio SMS Received to Assign Salesforce Lead to Group
Field Match to Mail Lob Postcard to Add Salesforce Task
Twilio SMS Received to Check Salesforce Field to Add Trello Card
Removed From List to Add Salesforce Task
Unsubscribed from Mailchimp Audience to Assign Salesforce Lead to Group
Removed From List to Add Salesforce Task to Remove from Google Ads Audience
Smart Segment Trigger to Assign Salesforce Lead
SurveyMonkey Survey Response to Has Visited Page to Assign Salesforce Lead to Group
Intercom Tag to Add Trello Card to Add Salesforce Task
Showing 20 of 75008 Marketing Automation ideas for Salesforce
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.
About Autopilot
Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Salesforce integration.
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.
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.
