Salesforce + Custom Fields + Autopilot API integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and Autopilot API integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and Autopilot API.
API Trigger to Create Salesforce Opportunity to Update Field
API Trigger to Assign Salesforce Lead to Update Field
API Trigger to Set Salesforce Campaign Member Status to Update Field
API Trigger to Add Salesforce Task to Update Field
API Trigger to Check Salesforce Field to Update Field
API Trigger to Check Salesforce Campaign Member Status to Update Field
API Trigger to Assign Salesforce Lead to Group to Update Field
API Trigger to Update Salesforce Field to Update Field
API Trigger to Update Field to Create Salesforce Opportunity
API Trigger to Update Field to Assign Salesforce Lead
API Trigger to Update Field to Set Salesforce Campaign Member Status
API Trigger to Update Field to Add Salesforce Task
API Trigger to Update Field to Assign Salesforce Lead to Group
API Trigger to Update Field to Update Salesforce Field
API Trigger to Check Field to Create Salesforce Opportunity
API Trigger to Check Field to Assign Salesforce Lead
API Trigger to Check Field to Set Salesforce Campaign Member Status
API Trigger to Check Field to Add Salesforce Task
API Trigger to Check Field to Assign Salesforce Lead to Group
API Trigger to Check Field to Update Salesforce Field
Salesforce Field Changed to Update Field to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Update Field
Salesforce Field Changed to Check Field to Assign Salesforce Lead to Group
API Trigger to Update Field to Assign Salesforce Lead
Salesforce Field Changed to Check Salesforce Campaign Member Status to Update Field
API Trigger to Check Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Update Salesforce Field to Update Field
API Trigger to Add Salesforce Task to Update Field
Salesforce Campaign Trigger to Check Field to Add Salesforce Task
Salesforce Field Changed to Create Salesforce Opportunity to Update Field
Salesforce Campaign Trigger to Update Field to Update Salesforce Field
Salesforce Field Changed to Add Salesforce Task to Update Field
Salesforce Field Changed to Check Field to Assign Salesforce Lead
API Trigger to Assign Salesforce Lead to Update Field
Field Match to Create Salesforce Opportunity to Update Field
API Trigger to Set Salesforce Campaign Member Status to Update Field
API Trigger to Update Salesforce Field to Update Field
Salesforce Campaign Trigger to Update Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Update Field to Add Salesforce Task
Salesforce Field Changed to Check Field to Create Salesforce Opportunity
Showing 40 journey ideas for Salesforce, Custom Fields and Autopilot API
About the Salesforce integration
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 the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the Autopilot API integration
The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Custom Fields integration and the Autopilot API integration.
Journey 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).
API Trigger
Add a contact to a journey using a custom API call.
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).
Journey 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.
