Salesforce + Custom Fields + Wufoo integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and Wufoo integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and Wufoo.
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Update Field
Salesforce Field Changed to Has Submitted Wufoo Form to Update Field
Field Match to Has Submitted Wufoo Form to Create Salesforce Opportunity
Field Match to Has Submitted Wufoo Form to Assign Salesforce Lead
Field Match to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Field Match to Has Submitted Wufoo Form to Add Salesforce Task
Field Match to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Field Match to Has Submitted Wufoo Form to Update Salesforce Field
New Wufoo Form Submitted to Create Salesforce Opportunity to Update Field
New Wufoo Form Submitted to Assign Salesforce Lead to Update Field
New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Update Field
New Wufoo Form Submitted to Add Salesforce Task to Update Field
New Wufoo Form Submitted to Check Salesforce Field to Update Field
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Update Field
New Wufoo Form Submitted to Assign Salesforce Lead to Group to Update Field
New Wufoo Form Submitted to Update Salesforce Field to Update Field
New Wufoo Form Submitted to Update Field to Create Salesforce Opportunity
New Wufoo Form Submitted to Update Field to Assign Salesforce Lead
New Wufoo Form Submitted to Update Field to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Update Field to Add Salesforce Task
New Wufoo Form Submitted to Update Field to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Update Field to Update Salesforce Field
New Wufoo Form Submitted to Check Field to Create Salesforce Opportunity
New Wufoo Form Submitted to Check Field to Assign Salesforce Lead
New Wufoo Form Submitted to Check Field to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Check Field to Add Salesforce Task
New Wufoo Form Submitted to Check Field to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Check Field to Update Salesforce Field
Salesforce Field Changed to Check Salesforce Field to Update Field
Field Match to Update Field to Assign Salesforce Lead to Group
Field Match to Update Salesforce Field to Update Field
Salesforce Campaign Trigger to Update Field to Create Salesforce Opportunity
Field Match to Set Salesforce Campaign Member Status to Update Field
New Wufoo Form Submitted to Update Field to Assign Salesforce Lead to Group
Field Match to Has Submitted Wufoo Form to Add Salesforce Task
Salesforce Field Changed to Check Field to Assign Salesforce Lead
Salesforce Field Changed to Update Field to Add Salesforce Task
New Wufoo Form Submitted to Assign Salesforce Lead to Update Field
Field Match to Check Field to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Update Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Update Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Field to Add Salesforce Task
Field Match to Assign Salesforce Lead to Group to Update Field
Salesforce Campaign Trigger to Check Field to Assign Salesforce Lead
New Wufoo Form Submitted to Add Salesforce Task to Update Field
Salesforce Field Changed to Has Submitted Wufoo Form to Update Field
Salesforce Campaign Trigger to Update Field to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Update Field
Showing 48 journey ideas for Salesforce, Custom Fields and Wufoo
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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Custom Fields integration and the Wufoo 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).
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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).
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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.
