Salesforce Integrations
Follow up new Salesforce leads, assign leads to sales, and convert them into customers.
Marketing Automation ideas to integrate Salesforce
Unsubscribed from Mailchimp Audience to Set Salesforce Campaign Member Status
Salesforce Field Changed to Add Delay to Add to Google Ads Audience
Drift Goal Reached to Add Salesforce Task to Add to List
Mixpanel Event to Create Salesforce Opportunity
Intercom Tag to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Facebook Lead Ad Submitted to Add to Google Ads Audience to Add Salesforce Task
Salesforce Field Changed to Remove from Google Ads Audience
Salesforce Campaign Trigger to Change Score
Delighted NPS Response to Add to List to Add Salesforce Task
Time Trigger to Add Delay to Add Salesforce Task
API Trigger to Update Field to Update Salesforce Field
Salesforce Campaign Trigger to Assign Salesforce Lead to Add to Google Ads Audience
Segment Event to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
List Trigger to Send Kissmetrics Event to Set Salesforce Campaign Member Status
Salesforce Field Changed to Update HubSpot Contact Field
Drift Goal Reached to Is on List or Segment to Update Salesforce Field
Salesforce Field Changed to Change Score
Mixpanel Event to Add to Google Ads Audience to Assign Salesforce Lead
Typeform Submitted to Add Salesforce Task to Add to Facebook Custom Audience
Subscribed to Mailchimp audience to Update Salesforce Field to Remove from Google Ads Audience
Showing 20 of 92792 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.
