Salesforce + Custom Fields + Timers integration

Use Autopilot to create journeys that use the Salesforce, Custom Fields and Timers integrations.

Marketing Automation ideas to integrate Salesforce, Custom Fields and Timers.

Salesforce Campaign Trigger to Update Field to Add Delay

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Salesforce Campaign Trigger to Check Field to Add Delay

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Salesforce Campaign Trigger to Add Delay to Update Field

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Salesforce Field Changed to Update Field to Add Delay

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Salesforce Field Changed to Check Field to Add Delay

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Salesforce Field Changed to Add Delay to Update Field

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Field Match to Create Salesforce Opportunity to Add Delay

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Field Match to Assign Salesforce Lead to Add Delay

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Field Match to Set Salesforce Campaign Member Status to Add Delay

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Field Match to Add Salesforce Task to Add Delay

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Field Match to Check Salesforce Field to Add Delay

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Field Match to Check Salesforce Campaign Member Status to Add Delay

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Field Match to Assign Salesforce Lead to Group to Add Delay

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Field Match to Update Salesforce Field to Add Delay

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Field Match to Add Delay to Create Salesforce Opportunity

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Field Match to Add Delay to Assign Salesforce Lead

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Field Match to Add Delay to Set Salesforce Campaign Member Status

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Field Match to Add Delay to Add Salesforce Task

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Field Match to Add Delay to Assign Salesforce Lead to Group

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Field Match to Add Delay to Update Salesforce Field

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Time Trigger to Create Salesforce Opportunity to Update Field

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Time Trigger to Assign Salesforce Lead to Update Field

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Time Trigger to Set Salesforce Campaign Member Status to Update Field

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Time Trigger to Add Salesforce Task to Update Field

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Time Trigger to Check Salesforce Field to Update Field

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Time Trigger to Check Salesforce Campaign Member Status to Update Field

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Time Trigger to Assign Salesforce Lead to Group to Update Field

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Time Trigger to Update Salesforce Field to Update Field

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Time Trigger to Update Field to Create Salesforce Opportunity

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Time Trigger to Update Field to Assign Salesforce Lead

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Time Trigger to Update Field to Set Salesforce Campaign Member Status

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Time Trigger to Update Field to Add Salesforce Task

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Time Trigger to Update Field to Assign Salesforce Lead to Group

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Time Trigger to Update Field to Update Salesforce Field

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Time Trigger to Check Field to Create Salesforce Opportunity

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Time Trigger to Check Field to Assign Salesforce Lead

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Time Trigger to Check Field to Set Salesforce Campaign Member Status

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Time Trigger to Check Field to Add Salesforce Task

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Time Trigger to Check Field to Assign Salesforce Lead to Group

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Time Trigger to Check Field to Update Salesforce Field

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Salesforce Field Changed to Check Field to Update Salesforce Field

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Field Match to Update Field to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Update Field

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Field Match to Add Delay to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Field to Create Salesforce Opportunity

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Field Match to Check Field to Assign Salesforce Lead to Group

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Field Match to Update Field to Assign Salesforce Lead to Group

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Time Trigger to Update Salesforce Field to Update Field

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Field Match to Set Salesforce Campaign Member Status to Update Field

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Update Field

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Time Trigger to Set Salesforce Campaign Member Status to Update Field

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Field Match to Update Salesforce Field to Update Field

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Salesforce Campaign Trigger to Update Salesforce Field to Update Field

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Salesforce Campaign Trigger to Update Field to Add Delay

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Field Match to Check Field to Update Salesforce Field

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Time Trigger to Update Field to Update Salesforce Field

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Salesforce Campaign Trigger to Assign Salesforce Lead to Update Field

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Salesforce Campaign Trigger to Check Field to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Update Field to Add Salesforce Task

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Salesforce Field Changed to Create Salesforce Opportunity to Update Field

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Showing 60 journey ideas for Salesforce, Custom Fields and Timers

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 Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Custom Fields integration and the Timers 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).
Time Trigger
Add contacts on a list to a journey at a particular date and time.

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.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Custom Fields and Timers.