Salesforce + Email + Lists integration
Use Autopilot to create journeys that use the Salesforce, Email and Lists integrations.
Marketing Automation ideas to integrate Salesforce, Email and Lists.
Salesforce Campaign Trigger to Check Email Status to Add to List
Salesforce Campaign Trigger to Check Email Status to Remove From List
Salesforce Campaign Trigger to Send Email to Add to List
Salesforce Campaign Trigger to Send Email to Remove From List
Salesforce Campaign Trigger to Add to List to Send Email
Salesforce Campaign Trigger to Is on List or Segment to Send Email
Salesforce Campaign Trigger to Remove From List to Send Email
Salesforce Campaign Trigger to Check Lead Status to Send Email
Salesforce Field Changed to Check Email Status to Add to List
Salesforce Field Changed to Check Email Status to Remove From List
Salesforce Field Changed to Send Email to Add to List
Salesforce Field Changed to Send Email to Remove From List
Salesforce Field Changed to Add to List to Send Email
Salesforce Field Changed to Is on List or Segment to Send Email
Salesforce Field Changed to Remove From List to Send Email
Salesforce Field Changed to Check Lead Status to Send Email
Email Activity to Create Salesforce Opportunity to Add to List
Email Activity to Create Salesforce Opportunity to Remove From List
Email Activity to Assign Salesforce Lead to Add to List
Email Activity to Assign Salesforce Lead to Remove From List
Email Activity to Set Salesforce Campaign Member Status to Add to List
Email Activity to Set Salesforce Campaign Member Status to Remove From List
Email Activity to Add Salesforce Task to Add to List
Email Activity to Add Salesforce Task to Remove From List
Email Activity to Check Salesforce Field to Add to List
Email Activity to Check Salesforce Field to Remove From List
Email Activity to Check Salesforce Campaign Member Status to Add to List
Email Activity to Check Salesforce Campaign Member Status to Remove From List
Email Activity to Assign Salesforce Lead to Group to Add to List
Email Activity to Assign Salesforce Lead to Group to Remove From List
Email Activity to Update Salesforce Field to Add to List
Email Activity to Update Salesforce Field to Remove From List
Email Activity to Add to List to Create Salesforce Opportunity
Email Activity to Add to List to Assign Salesforce Lead
Email Activity to Add to List to Set Salesforce Campaign Member Status
Email Activity to Add to List to Add Salesforce Task
Email Activity to Add to List to Assign Salesforce Lead to Group
Email Activity to Add to List to Update Salesforce Field
Email Activity to Is on List or Segment to Create Salesforce Opportunity
Email Activity to Is on List or Segment to Assign Salesforce Lead
Email Activity to Is on List or Segment to Set Salesforce Campaign Member Status
Email Activity to Is on List or Segment to Add Salesforce Task
Email Activity to Is on List or Segment to Assign Salesforce Lead to Group
Email Activity to Is on List or Segment to Update Salesforce Field
Email Activity to Remove From List to Create Salesforce Opportunity
Email Activity to Remove From List to Assign Salesforce Lead
Email Activity to Remove From List to Set Salesforce Campaign Member Status
Email Activity to Remove From List to Add Salesforce Task
Email Activity to Remove From List to Assign Salesforce Lead to Group
Email Activity to Remove From List to Update Salesforce Field
Email Activity to Check Lead Status to Create Salesforce Opportunity
Email Activity to Check Lead Status to Assign Salesforce Lead
Email Activity to Check Lead Status to Set Salesforce Campaign Member Status
Email Activity to Check Lead Status to Add Salesforce Task
Email Activity to Check Lead Status to Assign Salesforce Lead to Group
Email Activity to Check Lead Status to Update Salesforce Field
List Trigger to Create Salesforce Opportunity to Send Email
List Trigger to Assign Salesforce Lead to Send Email
List Trigger to Set Salesforce Campaign Member Status to Send Email
List Trigger to Add Salesforce Task to Send Email
List Trigger to Check Salesforce Field to Send Email
List Trigger to Check Salesforce Campaign Member Status to Send Email
List Trigger to Assign Salesforce Lead to Group to Send Email
List Trigger to Update Salesforce Field to Send Email
List Trigger to Check Email Status to Create Salesforce Opportunity
List Trigger to Check Email Status to Assign Salesforce Lead
List Trigger to Check Email Status to Set Salesforce Campaign Member Status
List Trigger to Check Email Status to Add Salesforce Task
List Trigger to Check Email Status to Assign Salesforce Lead to Group
List Trigger to Check Email Status to Update Salesforce Field
List Trigger to Send Email to Create Salesforce Opportunity
List Trigger to Send Email to Assign Salesforce Lead
List Trigger to Send Email to Set Salesforce Campaign Member Status
List Trigger to Send Email to Add Salesforce Task
List Trigger to Send Email to Assign Salesforce Lead to Group
List Trigger to Send Email to Update Salesforce Field
Removed From List to Create Salesforce Opportunity to Send Email
Removed From List to Assign Salesforce Lead to Send Email
Removed From List to Set Salesforce Campaign Member Status to Send Email
Removed From List to Add Salesforce Task to Send Email
Removed From List to Check Salesforce Field to Send Email
Removed From List to Check Salesforce Campaign Member Status to Send Email
Removed From List to Assign Salesforce Lead to Group to Send Email
Removed From List to Update Salesforce Field to Send Email
Removed From List to Check Email Status to Create Salesforce Opportunity
Removed From List to Check Email Status to Assign Salesforce Lead
Removed From List to Check Email Status to Set Salesforce Campaign Member Status
Removed From List to Check Email Status to Add Salesforce Task
Removed From List to Check Email Status to Assign Salesforce Lead to Group
Removed From List to Check Email Status to Update Salesforce Field
Removed From List to Send Email to Create Salesforce Opportunity
Removed From List to Send Email to Assign Salesforce Lead
Removed From List to Send Email to Set Salesforce Campaign Member Status
Removed From List to Send Email to Add Salesforce Task
Removed From List to Send Email to Assign Salesforce Lead to Group
Removed From List to Send Email to Update Salesforce Field
Removed From List to Check Salesforce Field to Send Email
Salesforce Field Changed to Check Email Status to Create Salesforce Opportunity
Salesforce Field Changed to Is on List or Segment to Send Email
Email Activity to Assign Salesforce Lead to Send Email
Email Activity to Update Salesforce Field to Remove From List
Salesforce Campaign Trigger to Check Email Status to Assign Salesforce Lead
Salesforce Field Changed to Check Salesforce Field to Send Email
Email Activity to Send Email to Update Salesforce Field
Salesforce Field Changed to Send Email to Assign Salesforce Lead
Email Activity to Remove From List to Create Salesforce Opportunity
List Trigger to Send Email to Assign Salesforce Lead to Group
Email Activity to Check Email Status to Update Salesforce Field
Removed From List to Send Email to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Email
Email Activity to Check Lead Status to Assign Salesforce Lead to Group
Email Activity to Add Salesforce Task to Add to List
Email Activity to Check Salesforce Field to Add to List
Salesforce Field Changed to Check Email Status to Assign Salesforce Lead
Email Activity to Add to List to Create Salesforce Opportunity
Removed From List to Update Salesforce Field to Send Email
Showing 116 journey ideas for Salesforce, Email and Lists
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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Email integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
