Salesforce + Drift Integration
Use Autopilot to automate and integrate Salesforce and Drift.
Marketing Automation ideas to integrate Salesforce and Drift
New Drift Contact to Assign Salesforce Lead
Drift Goal Reached to Create Salesforce Opportunity
New Drift Contact to Create Salesforce Opportunity to Change Score
Drift Goal Reached to Assign Salesforce Lead to Group
New Drift Contact to Send SurveyMonkey Survey to Add Salesforce Task
New Drift Contact to Is on List or Segment to Set Salesforce Campaign Member Status
Drift Goal Reached to Set Salesforce Campaign Member Status
Drift Goal Reached to Send Amplitude Event
Salesforce Field Changed to Send Push Notification
SurveyMonkey Survey Response to Assign Salesforce Lead to Group
New Drift Contact to Send Push Notification to Assign Salesforce Lead to Group
Drift Goal Reached to Add Salesforce Task
Drift Goal Reached to Assign Salesforce Lead to Change Score
Drift Goal Reached to Check Salesforce Field to Change Score
New Drift Contact to Is on List or Segment to Add Salesforce Task
Drift Goal Reached to Assign Salesforce Lead to Group to Send Push Notification
New Drift Contact to Set Salesforce Campaign Member Status
New Drift Contact to Assign Salesforce Lead to Group to Subscribe to Mailchimp audience
New Drift Contact to Show Headsup Message to Assign Salesforce Lead to Group
Drift Goal Reached to Subscribe to Mailchimp audience to Update Salesforce Field
Showing 20 of 1872 Marketing Automation ideas using Autopilot's Salesforce and Drift integration.
About Salesforce
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 Drift
Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Salesforce integration.
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).
New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.
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.
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.
