Salesforce + Custom Fields Integration
Use Autopilot to automate and integrate Salesforce and Custom Fields.
Marketing Automation ideas to integrate Salesforce and Custom Fields
Field Match to Add Trello Card
Field Match to Unsubscribe from Mailchimp Audience
Field Match to Assign Salesforce Lead
Salesforce Field Changed to Update Field
List Trigger to Check Field to Create Salesforce Opportunity
Field Match to Add to List
Salesforce Field Changed to Update Field to Update HubSpot CRM Deal Stage
Field Match to Check Salesforce Field to Subscribe to Mailchimp audience
Salesforce Field Changed to Update Field
Field Match to Assign Salesforce Lead to Group to Update Field
Field Match to Send Kissmetrics Event
Salesforce Field Changed to Check Delighted NPS Response to Update Field
Subscribed to Mailchimp audience to Add Salesforce Task
Field Match to Add Salesforce Task
Field Match to Create Salesforce Opportunity to Send SurveyMonkey Survey
Salesforce Field Changed to Add Trello Card
Salesforce Field Changed to Remove From Facebook Custom Audience
Salesforce Field Changed to Check Field to Send SurveyMonkey Survey
New Intercom Lead to Update Field
Salesforce Campaign Trigger to Check Field to Assign Salesforce Lead to Group
Showing 20 of 1180 Marketing Automation ideas using Autopilot's Salesforce and Custom Fields integration.
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 Custom Fields
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
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).
Field Match
Add a contact to a journey when a particular field's value 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
