Salesforce + Email Integration
Use Autopilot to automate and integrate Salesforce and Email.
Marketing Automation ideas to integrate Salesforce and Email
Smart Segment Trigger to Add Salesforce Task to Send Email
Email Activity to Add Salesforce Task
HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status
Email Activity to Update Salesforce Field to Change Score
Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Send Email
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group
Segment Event to Check Salesforce Field to Send Email
LiveChat Tag to Add Salesforce Task to Send Email
Email Activity to Create Salesforce Opportunity
Email Activity to Assign Salesforce Lead to Show Headsup Message
Email Activity to Update Salesforce Field
Heap Event to Send Email
Email Activity to Assign Salesforce Lead to Send Kissmetrics Event
Email Activity to Assign Salesforce Lead to Group
Email Activity to Send Email to Add Salesforce Task
Salesforce Campaign Trigger to Send Email
Segment Event to Check Email Status to Assign Salesforce Lead to Group
Email Activity to Assign Salesforce Lead
Email Activity to Show Headsup Message
Instapage Form Submitted to Check Email Status to Assign Salesforce Lead
Showing 20 of 1790 Marketing Automation ideas using Autopilot's Salesforce and Email 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 Email
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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.
Send Email
Send a contact a personalized marketing or transactional email.
