Salesforce + Email + Custom Fields integration

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

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

Salesforce Campaign Trigger to Check Email Status to Update Field

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Salesforce Campaign Trigger to Send Email to Update Field

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Salesforce Campaign Trigger to Update Field to Send Email

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Salesforce Campaign Trigger to Check Field to Send Email

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Salesforce Field Changed to Check Email Status to Update Field

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Salesforce Field Changed to Send Email to Update Field

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Salesforce Field Changed to Update Field to Send Email

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Salesforce Field Changed to Check Field to Send Email

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Email Activity to Create Salesforce Opportunity to Update Field

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Email Activity to Assign Salesforce Lead to Update Field

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Email Activity to Set Salesforce Campaign Member Status to Update Field

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Email Activity to Add Salesforce Task to Update Field

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Email Activity to Check Salesforce Field to Update Field

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Email Activity to Check Salesforce Campaign Member Status to Update Field

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Email Activity to Assign Salesforce Lead to Group to Update Field

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Email Activity to Update Salesforce Field to Update Field

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Email Activity to Update Field to Create Salesforce Opportunity

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Email Activity to Update Field to Assign Salesforce Lead

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Email Activity to Update Field to Set Salesforce Campaign Member Status

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Email Activity to Update Field to Add Salesforce Task

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Email Activity to Update Field to Assign Salesforce Lead to Group

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Email Activity to Update Field to Update Salesforce Field

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Email Activity to Check Field to Create Salesforce Opportunity

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Email Activity to Check Field to Assign Salesforce Lead

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Email Activity to Check Field to Set Salesforce Campaign Member Status

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Email Activity to Check Field to Add Salesforce Task

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Email Activity to Check Field to Assign Salesforce Lead to Group

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Email Activity to Check Field to Update Salesforce Field

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Field Match to Create Salesforce Opportunity to Send Email

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Field Match to Assign Salesforce Lead to Send Email

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Field Match to Set Salesforce Campaign Member Status to Send Email

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Field Match to Add Salesforce Task to Send Email

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Field Match to Check Salesforce Field to Send Email

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Field Match to Check Salesforce Campaign Member Status to Send Email

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Field Match to Assign Salesforce Lead to Group to Send Email

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Field Match to Update Salesforce Field to Send Email

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Field Match to Check Email Status to Create Salesforce Opportunity

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Field Match to Check Email Status to Assign Salesforce Lead

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Field Match to Check Email Status to Set Salesforce Campaign Member Status

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Field Match to Check Email Status to Add Salesforce Task

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Field Match to Check Email Status to Assign Salesforce Lead to Group

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Field Match to Check Email Status to Update Salesforce Field

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Field Match to Send Email to Create Salesforce Opportunity

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Field Match to Send Email to Assign Salesforce Lead

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Field Match to Send Email to Set Salesforce Campaign Member Status

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Field Match to Send Email to Add Salesforce Task

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Field Match to Send Email to Assign Salesforce Lead to Group

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Field Match to Send Email to Update Salesforce Field

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Salesforce Campaign Trigger to Send Email to Add Salesforce Task

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Salesforce Field Changed to Check Email Status to Add Salesforce Task

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Field Match to Create Salesforce Opportunity to Send Email

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Salesforce Field Changed to Assign Salesforce Lead to Group to Send Email

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Salesforce Campaign Trigger to Check Email Status to Add Salesforce Task

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Salesforce Campaign Trigger to Check Field to Send Email

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Field Match to Check Salesforce Campaign Member Status to Send Email

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Salesforce Campaign Trigger to Check Email Status to Update Salesforce Field

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Salesforce Field Changed to Check Email Status to Create Salesforce Opportunity

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Field Match to Check Email Status to Create Salesforce Opportunity

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Salesforce Field Changed to Send Email to Update Salesforce Field

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Field Match to Send Email to Update Salesforce Field

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Email Activity to Send Email to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Send Email to Assign Salesforce Lead to Group

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Email Activity to Create Salesforce Opportunity to Send Email

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Salesforce Campaign Trigger to Check Email Status to Assign Salesforce Lead

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Field Match to Assign Salesforce Lead to Group to Send Email

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Field Match to Check Email Status to Assign Salesforce Lead

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Email Activity to Send Email to Assign Salesforce Lead to Group

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Email Activity to Check Salesforce Campaign Member Status to Send Email

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Showing 68 journey ideas for Salesforce, Email and Custom Fields

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 Email integration

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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Email integration and the Custom Fields 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).
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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

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).
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.
Send Email
Send a contact a personalized marketing or transactional email.
Update Field
Update a field to a specific value.

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, Email and Custom Fields.