Salesforce Integrations
Follow up new Salesforce leads, assign leads to sales, and convert them into customers.
Marketing Automation ideas to integrate Salesforce
Salesforce Field Changed to Send SurveyMonkey Survey
Salesforce Campaign Trigger to Add HubSpot CRM Deal
Drift Goal Reached to Add Salesforce Task
Salesforce Field Changed to Send Twilio SMS to Send SurveyMonkey Survey
Salesforce Field Changed to Send Slack Message
Add Intercom Tag to Update HubSpot Contact Field to Update Salesforce Field
Add Intercom Tag to Update Salesforce Field to Mail Lob Postcard
Salesforce Field Changed to Send Amplitude Event
Salesforce Field Changed to Remove From Facebook Custom Audience
Salesforce Field Changed to Subscribe to Mailchimp audience to Send Email
Smart Segment Trigger to Check Salesforce Field to Remove From Facebook Custom Audience
Twilio SMS Received to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal
API Trigger to Update Salesforce Field
Salesforce Field Changed to Send Slack Message
Segment Event to Add Salesforce Task
Salesforce Field Changed to Send Twilio SMS
Salesforce Campaign Trigger to Subscribe to Mailchimp audience
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send SurveyMonkey Survey
Add Intercom Tag to Assign Salesforce Lead
Facebook Lead Ad Submitted to Check Email Status to Create Salesforce Opportunity
Showing 20 of 56888 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.
