Salesforce + Custom Fields + Lists integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and Lists integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and Lists.
Salesforce Campaign Trigger to Update Field to Add to List
Salesforce Campaign Trigger to Update Field to Remove From List
Salesforce Campaign Trigger to Check Field to Add to List
Salesforce Campaign Trigger to Check Field to Remove From List
Salesforce Campaign Trigger to Add to List to Update Field
Salesforce Campaign Trigger to Is on List or Segment to Update Field
Salesforce Campaign Trigger to Remove From List to Update Field
Salesforce Campaign Trigger to Check Lead Status to Update Field
Salesforce Field Changed to Update Field to Add to List
Salesforce Field Changed to Update Field to Remove From List
Salesforce Field Changed to Check Field to Add to List
Salesforce Field Changed to Check Field to Remove From List
Salesforce Field Changed to Add to List to Update Field
Salesforce Field Changed to Is on List or Segment to Update Field
Salesforce Field Changed to Remove From List to Update Field
Salesforce Field Changed to Check Lead Status to Update Field
Field Match to Create Salesforce Opportunity to Add to List
Field Match to Create Salesforce Opportunity to Remove From List
Field Match to Assign Salesforce Lead to Add to List
Field Match to Assign Salesforce Lead to Remove From List
Field Match to Set Salesforce Campaign Member Status to Add to List
Field Match to Set Salesforce Campaign Member Status to Remove From List
Field Match to Add Salesforce Task to Add to List
Field Match to Add Salesforce Task to Remove From List
Field Match to Check Salesforce Field to Add to List
Field Match to Check Salesforce Field to Remove From List
Field Match to Check Salesforce Campaign Member Status to Add to List
Field Match to Check Salesforce Campaign Member Status to Remove From List
Field Match to Assign Salesforce Lead to Group to Add to List
Field Match to Assign Salesforce Lead to Group to Remove From List
Field Match to Update Salesforce Field to Add to List
Field Match to Update Salesforce Field to Remove From List
Field Match to Add to List to Create Salesforce Opportunity
Field Match to Add to List to Assign Salesforce Lead
Field Match to Add to List to Set Salesforce Campaign Member Status
Field Match to Add to List to Add Salesforce Task
Field Match to Add to List to Assign Salesforce Lead to Group
Field Match to Add to List to Update Salesforce Field
Field Match to Is on List or Segment to Create Salesforce Opportunity
Field Match to Is on List or Segment to Assign Salesforce Lead
Field Match to Is on List or Segment to Set Salesforce Campaign Member Status
Field Match to Is on List or Segment to Add Salesforce Task
Field Match to Is on List or Segment to Assign Salesforce Lead to Group
Field Match to Is on List or Segment to Update Salesforce Field
Field Match to Remove From List to Create Salesforce Opportunity
Field Match to Remove From List to Assign Salesforce Lead
Field Match to Remove From List to Set Salesforce Campaign Member Status
Field Match to Remove From List to Add Salesforce Task
Field Match to Remove From List to Assign Salesforce Lead to Group
Field Match to Remove From List to Update Salesforce Field
Field Match to Check Lead Status to Create Salesforce Opportunity
Field Match to Check Lead Status to Assign Salesforce Lead
Field Match to Check Lead Status to Set Salesforce Campaign Member Status
Field Match to Check Lead Status to Add Salesforce Task
Field Match to Check Lead Status to Assign Salesforce Lead to Group
Field Match to Check Lead Status to Update Salesforce Field
List Trigger to Create Salesforce Opportunity to Update Field
List Trigger to Assign Salesforce Lead to Update Field
List Trigger to Set Salesforce Campaign Member Status to Update Field
List Trigger to Add Salesforce Task to Update Field
List Trigger to Check Salesforce Field to Update Field
List Trigger to Check Salesforce Campaign Member Status to Update Field
List Trigger to Assign Salesforce Lead to Group to Update Field
List Trigger to Update Salesforce Field to Update Field
List Trigger to Update Field to Create Salesforce Opportunity
List Trigger to Update Field to Assign Salesforce Lead
List Trigger to Update Field to Set Salesforce Campaign Member Status
List Trigger to Update Field to Add Salesforce Task
List Trigger to Update Field to Assign Salesforce Lead to Group
List Trigger to Update Field to Update Salesforce Field
List Trigger to Check Field to Create Salesforce Opportunity
List Trigger to Check Field to Assign Salesforce Lead
List Trigger to Check Field to Set Salesforce Campaign Member Status
List Trigger to Check Field to Add Salesforce Task
List Trigger to Check Field to Assign Salesforce Lead to Group
List Trigger to Check Field to Update Salesforce Field
Removed From List to Create Salesforce Opportunity to Update Field
Removed From List to Assign Salesforce Lead to Update Field
Removed From List to Set Salesforce Campaign Member Status to Update Field
Removed From List to Add Salesforce Task to Update Field
Removed From List to Check Salesforce Field to Update Field
Removed From List to Check Salesforce Campaign Member Status to Update Field
Removed From List to Assign Salesforce Lead to Group to Update Field
Removed From List to Update Salesforce Field to Update Field
Removed From List to Update Field to Create Salesforce Opportunity
Removed From List to Update Field to Assign Salesforce Lead
Removed From List to Update Field to Set Salesforce Campaign Member Status
Removed From List to Update Field to Add Salesforce Task
Removed From List to Update Field to Assign Salesforce Lead to Group
Removed From List to Update Field to Update Salesforce Field
Removed From List to Check Field to Create Salesforce Opportunity
Removed From List to Check Field to Assign Salesforce Lead
Removed From List to Check Field to Set Salesforce Campaign Member Status
Removed From List to Check Field to Add Salesforce Task
Removed From List to Check Field to Assign Salesforce Lead to Group
Removed From List to Check Field to Update Salesforce Field
Field Match to Add to List to Create Salesforce Opportunity
Field Match to Check Salesforce Field to Remove From List
Removed From List to Update Field to Assign Salesforce Lead
Field Match to Is on List or Segment to Add Salesforce Task
List Trigger to Assign Salesforce Lead to Group to Update Field
Salesforce Field Changed to Add Salesforce Task to Update Field
List Trigger to Check Field to Assign Salesforce Lead to Group
Field Match to Check Field to Create Salesforce Opportunity
Salesforce Field Changed to Check Field to Add to List
Salesforce Field Changed to Check Field to Update Salesforce Field
List Trigger to Check Field to Create Salesforce Opportunity
Salesforce Campaign Trigger to Update Field to Create Salesforce Opportunity
Field Match to Check Field to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Update Field to Assign Salesforce Lead to Group
Salesforce Field Changed to Update Field to Remove From List
Salesforce Campaign Trigger to Update Field to Assign Salesforce Lead
Field Match to Update Salesforce Field to Update Field
Field Match to Create Salesforce Opportunity to Add to List
List Trigger to Update Field to Create Salesforce Opportunity
List Trigger to Check Salesforce Campaign Member Status to Update Field
Showing 116 journey ideas for Salesforce, Custom Fields and Lists
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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Custom Fields integration and the Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
