Salesforce + Custom Fields + Lead Scoring integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and Lead Scoring integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and Lead Scoring.
Salesforce Campaign Trigger to Update Field to Change Score
Salesforce Campaign Trigger to Check Field to Change Score
Salesforce Campaign Trigger to Change Score to Update Field
Salesforce Field Changed to Update Field to Change Score
Salesforce Field Changed to Check Field to Change Score
Salesforce Field Changed to Change Score to Update Field
Field Match to Create Salesforce Opportunity to Change Score
Field Match to Assign Salesforce Lead to Change Score
Field Match to Set Salesforce Campaign Member Status to Change Score
Field Match to Add Salesforce Task to Change Score
Field Match to Check Salesforce Field to Change Score
Field Match to Check Salesforce Campaign Member Status to Change Score
Field Match to Assign Salesforce Lead to Group to Change Score
Field Match to Update Salesforce Field to Change Score
Field Match to Change Score to Create Salesforce Opportunity
Field Match to Change Score to Assign Salesforce Lead
Field Match to Change Score to Set Salesforce Campaign Member Status
Field Match to Change Score to Add Salesforce Task
Field Match to Change Score to Assign Salesforce Lead to Group
Field Match to Change Score to Update Salesforce Field
Salesforce Campaign Trigger to Update Salesforce Field to Update Field
Field Match to Update Field to Add Salesforce Task
Salesforce Campaign Trigger to Check Field to Set Salesforce Campaign Member Status
Field Match to Change Score to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Update Field to Add Salesforce Task
Salesforce Field Changed to Change Score to Update Field
Salesforce Campaign Trigger to Check Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Update Field to Create Salesforce Opportunity
Salesforce Field Changed to Check Field to Add Salesforce Task
Field Match to Check Salesforce Campaign Member Status to Change Score
Salesforce Campaign Trigger to Check Salesforce Field to Update Field
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Update Field
Field Match to Check Field to Create Salesforce Opportunity
Field Match to Change Score to Update Salesforce Field
Field Match to Change Score to Create Salesforce Opportunity
Salesforce Field Changed to Add Salesforce Task to Update Field
Salesforce Field Changed to Update Field to Create Salesforce Opportunity
Field Match to Update Field to Update Salesforce Field
Salesforce Campaign Trigger to Check Field to Add Salesforce Task
Field Match to Update Salesforce Field to Update Field
Showing 40 journey ideas for Salesforce, Custom Fields and Lead Scoring
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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Custom Fields integration and the Lead Scoring 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).
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.
Change Score
Increases or decrease a number field by a specific amount.
