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

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Salesforce Campaign Trigger to Check Email Status to Remove From List

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Salesforce Campaign Trigger to Send Email to Add to List

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Salesforce Campaign Trigger to Send Email to Remove From List

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Salesforce Campaign Trigger to Add to List to Send Email

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Salesforce Campaign Trigger to Is on List or Segment to Send Email

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Salesforce Campaign Trigger to Remove From List to Send Email

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Salesforce Campaign Trigger to Check Lead Status to Send Email

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Salesforce Field Changed to Check Email Status to Add to List

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Salesforce Field Changed to Check Email Status to Remove From List

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Salesforce Field Changed to Send Email to Add to List

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Salesforce Field Changed to Send Email to Remove From List

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Salesforce Field Changed to Add to List to Send Email

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Salesforce Field Changed to Is on List or Segment to Send Email

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Salesforce Field Changed to Remove From List to Send Email

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Salesforce Field Changed to Check Lead Status to Send Email

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Email Activity to Create Salesforce Opportunity to Add to List

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Email Activity to Create Salesforce Opportunity to Remove From List

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Email Activity to Assign Salesforce Lead to Add to List

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Email Activity to Assign Salesforce Lead to Remove From List

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Email Activity to Set Salesforce Campaign Member Status to Add to List

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Email Activity to Set Salesforce Campaign Member Status to Remove From List

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Email Activity to Add Salesforce Task to Add to List

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Email Activity to Add Salesforce Task to Remove From List

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Email Activity to Check Salesforce Field to Add to List

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Email Activity to Check Salesforce Field to Remove From List

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Email Activity to Check Salesforce Campaign Member Status to Add to List

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Email Activity to Check Salesforce Campaign Member Status to Remove From List

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Email Activity to Assign Salesforce Lead to Group to Add to List

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Email Activity to Assign Salesforce Lead to Group to Remove From List

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Email Activity to Update Salesforce Field to Add to List

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Email Activity to Update Salesforce Field to Remove From List

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Email Activity to Add to List to Create Salesforce Opportunity

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Email Activity to Add to List to Assign Salesforce Lead

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Email Activity to Add to List to Set Salesforce Campaign Member Status

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Email Activity to Add to List to Add Salesforce Task

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Email Activity to Add to List to Assign Salesforce Lead to Group

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Email Activity to Add to List to Update Salesforce Field

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Email Activity to Is on List or Segment to Create Salesforce Opportunity

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Email Activity to Is on List or Segment to Assign Salesforce Lead

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Email Activity to Is on List or Segment to Set Salesforce Campaign Member Status

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Email Activity to Is on List or Segment to Add Salesforce Task

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Email Activity to Is on List or Segment to Assign Salesforce Lead to Group

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Email Activity to Is on List or Segment to Update Salesforce Field

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Email Activity to Remove From List to Create Salesforce Opportunity

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Email Activity to Remove From List to Assign Salesforce Lead

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Email Activity to Remove From List to Set Salesforce Campaign Member Status

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Email Activity to Remove From List to Add Salesforce Task

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Email Activity to Remove From List to Assign Salesforce Lead to Group

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Email Activity to Remove From List to Update Salesforce Field

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Email Activity to Check Lead Status to Create Salesforce Opportunity

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Email Activity to Check Lead Status to Assign Salesforce Lead

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Email Activity to Check Lead Status to Set Salesforce Campaign Member Status

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Email Activity to Check Lead Status to Add Salesforce Task

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Email Activity to Check Lead Status to Assign Salesforce Lead to Group

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Email Activity to Check Lead Status to Update Salesforce Field

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List Trigger to Create Salesforce Opportunity to Send Email

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List Trigger to Assign Salesforce Lead to Send Email

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List Trigger to Set Salesforce Campaign Member Status to Send Email

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List Trigger to Add Salesforce Task to Send Email

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List Trigger to Check Salesforce Field to Send Email

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List Trigger to Check Salesforce Campaign Member Status to Send Email

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List Trigger to Assign Salesforce Lead to Group to Send Email

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List Trigger to Update Salesforce Field to Send Email

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List Trigger to Check Email Status to Create Salesforce Opportunity

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List Trigger to Check Email Status to Assign Salesforce Lead

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List Trigger to Check Email Status to Set Salesforce Campaign Member Status

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List Trigger to Check Email Status to Add Salesforce Task

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List Trigger to Check Email Status to Assign Salesforce Lead to Group

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List Trigger to Check Email Status to Update Salesforce Field

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List Trigger to Send Email to Create Salesforce Opportunity

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List Trigger to Send Email to Assign Salesforce Lead

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List Trigger to Send Email to Set Salesforce Campaign Member Status

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List Trigger to Send Email to Add Salesforce Task

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List Trigger to Send Email to Assign Salesforce Lead to Group

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List Trigger to Send Email to Update Salesforce Field

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Removed From List to Create Salesforce Opportunity to Send Email

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Removed From List to Assign Salesforce Lead to Send Email

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Removed From List to Set Salesforce Campaign Member Status to Send Email

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Removed From List to Add Salesforce Task to Send Email

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Removed From List to Check Salesforce Field to Send Email

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Removed From List to Check Salesforce Campaign Member Status to Send Email

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Removed From List to Assign Salesforce Lead to Group to Send Email

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Removed From List to Update Salesforce Field to Send Email

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Removed From List to Check Email Status to Create Salesforce Opportunity

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Removed From List to Check Email Status to Assign Salesforce Lead

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Removed From List to Check Email Status to Set Salesforce Campaign Member Status

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Removed From List to Check Email Status to Add Salesforce Task

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Removed From List to Check Email Status to Assign Salesforce Lead to Group

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Removed From List to Check Email Status to Update Salesforce Field

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Removed From List to Send Email to Create Salesforce Opportunity

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Removed From List to Send Email to Assign Salesforce Lead

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Removed From List to Send Email to Set Salesforce Campaign Member Status

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Removed From List to Send Email to Add Salesforce Task

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Removed From List to Send Email to Assign Salesforce Lead to Group

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Removed From List to Send Email to Update Salesforce Field

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Salesforce Field Changed to Check Email Status to Update Salesforce Field

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Salesforce Campaign Trigger to Is on List or Segment to Send Email

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Email Activity to Add to List to Update Salesforce Field

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Email Activity to Assign Salesforce Lead to Group to Remove From List

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Email Activity to Is on List or Segment to Assign Salesforce Lead to Group

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Email Activity to Check Salesforce Field to Remove From List

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Salesforce Campaign Trigger to Check Email Status to Assign Salesforce Lead

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

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Email Activity to Is on List or Segment to Assign Salesforce Lead

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Salesforce Campaign Trigger to Check Email Status to Remove From List

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List Trigger to Check Email Status to Assign Salesforce Lead to Group

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List Trigger to Check Email Status to Add Salesforce Task

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Email Activity to Assign Salesforce Lead to Send Email

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Removed From List to Check Email Status to Assign Salesforce Lead to Group

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Email Activity to Add Salesforce Task to Remove From List

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Salesforce Campaign Trigger to Check Email Status to Add Salesforce Task

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Salesforce Field Changed to Check Email Status to Add to List

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List Trigger to Update Salesforce Field to Send Email

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Salesforce Field Changed to Send Email to Remove From List

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Email

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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.

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 Lists.