Salesforce + Email + Forms integration
Use Autopilot to create journeys that use the Salesforce, Email and Forms integrations.
Marketing Automation ideas to integrate Salesforce, Email and Forms.
Salesforce Campaign Trigger to Has Submitted Form to Send Email
Salesforce Field Changed to Has Submitted Form to Send Email
Email Activity to Has Submitted Form to Create Salesforce Opportunity
Email Activity to Has Submitted Form to Assign Salesforce Lead
Email Activity to Has Submitted Form to Set Salesforce Campaign Member Status
Email Activity to Has Submitted Form to Add Salesforce Task
Email Activity to Has Submitted Form to Assign Salesforce Lead to Group
Email Activity to Has Submitted Form to Update Salesforce Field
Form Submitted to Create Salesforce Opportunity to Send Email
Form Submitted to Assign Salesforce Lead to Send Email
Form Submitted to Set Salesforce Campaign Member Status to Send Email
Form Submitted to Add Salesforce Task to Send Email
Form Submitted to Check Salesforce Field to Send Email
Form Submitted to Check Salesforce Campaign Member Status to Send Email
Form Submitted to Assign Salesforce Lead to Group to Send Email
Form Submitted to Update Salesforce Field to Send Email
Form Submitted to Check Email Status to Create Salesforce Opportunity
Form Submitted to Check Email Status to Assign Salesforce Lead
Form Submitted to Check Email Status to Set Salesforce Campaign Member Status
Form Submitted to Check Email Status to Add Salesforce Task
Form Submitted to Check Email Status to Assign Salesforce Lead to Group
Form Submitted to Check Email Status to Update Salesforce Field
Form Submitted to Send Email to Create Salesforce Opportunity
Form Submitted to Send Email to Assign Salesforce Lead
Form Submitted to Send Email to Set Salesforce Campaign Member Status
Form Submitted to Send Email to Add Salesforce Task
Form Submitted to Send Email to Assign Salesforce Lead to Group
Form Submitted to Send Email to Update Salesforce Field
Email Activity to Set Salesforce Campaign Member Status to Send Email
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Email
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Email
Email Activity to Update Salesforce Field to Send Email
Form Submitted to Check Email Status to Assign Salesforce Lead to Group
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Email
Salesforce Field Changed to Has Submitted Form to Send Email
Email Activity to Has Submitted Form to Create Salesforce Opportunity
Email Activity to Check Email Status to Add Salesforce Task
Form Submitted to Check Email Status to Add Salesforce Task
Salesforce Field Changed to Send Email to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Email Status to Add Salesforce Task
Form Submitted to Check Email Status to Assign Salesforce Lead
Email Activity to Check Salesforce Campaign Member Status to Send Email
Email Activity to Send Email to Update Salesforce Field
Email Activity to Send Email to Add Salesforce Task
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Email
Email Activity to Send Email to Assign Salesforce Lead
Salesforce Field Changed to Add Salesforce Task to Send Email
Email Activity to Has Submitted Form to Assign Salesforce Lead
Showing 48 journey ideas for Salesforce, Email and Forms
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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Email integration and the Forms 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.
Form Submitted
Add a contact to a journey when they submit a 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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Has Submitted Form
Check if a contact has previously submitted a specific 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.
Send Email
Send a contact a personalized marketing or transactional email.
