Salesforce + Facebook + Forms integration
Use Autopilot to create journeys that use the Salesforce, Facebook and Forms integrations.
Marketing Automation ideas to integrate Salesforce, Facebook and Forms.
Salesforce Campaign Trigger to Has Submitted Form to Remove From Facebook Custom Audience
Salesforce Campaign Trigger to Has Submitted Form to Add to Facebook Custom Audience
Salesforce Field Changed to Has Submitted Form to Remove From Facebook Custom Audience
Salesforce Field Changed to Has Submitted Form to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Has Submitted Form to Create Salesforce Opportunity
Facebook Lead Ad Submitted to Has Submitted Form to Assign Salesforce Lead
Facebook Lead Ad Submitted to Has Submitted Form to Set Salesforce Campaign Member Status
Facebook Lead Ad Submitted to Has Submitted Form to Add Salesforce Task
Facebook Lead Ad Submitted to Has Submitted Form to Assign Salesforce Lead to Group
Facebook Lead Ad Submitted to Has Submitted Form to Update Salesforce Field
Form Submitted to Create Salesforce Opportunity to Remove From Facebook Custom Audience
Form Submitted to Create Salesforce Opportunity to Add to Facebook Custom Audience
Form Submitted to Assign Salesforce Lead to Remove From Facebook Custom Audience
Form Submitted to Assign Salesforce Lead to Add to Facebook Custom Audience
Form Submitted to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Form Submitted to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience
Form Submitted to Add Salesforce Task to Remove From Facebook Custom Audience
Form Submitted to Add Salesforce Task to Add to Facebook Custom Audience
Form Submitted to Check Salesforce Field to Remove From Facebook Custom Audience
Form Submitted to Check Salesforce Field to Add to Facebook Custom Audience
Form Submitted to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Form Submitted to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience
Form Submitted to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Form Submitted to Assign Salesforce Lead to Group to Add to Facebook Custom Audience
Form Submitted to Update Salesforce Field to Remove From Facebook Custom Audience
Form Submitted to Update Salesforce Field to Add to Facebook Custom Audience
Form Submitted to Remove From Facebook Custom Audience to Create Salesforce Opportunity
Form Submitted to Remove From Facebook Custom Audience to Assign Salesforce Lead
Form Submitted to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status
Form Submitted to Remove From Facebook Custom Audience to Add Salesforce Task
Form Submitted to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group
Form Submitted to Remove From Facebook Custom Audience to Update Salesforce Field
Form Submitted to Add to Facebook Custom Audience to Create Salesforce Opportunity
Form Submitted to Add to Facebook Custom Audience to Assign Salesforce Lead
Form Submitted to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status
Form Submitted to Add to Facebook Custom Audience to Add Salesforce Task
Form Submitted to Add to Facebook Custom Audience to Assign Salesforce Lead to Group
Form Submitted to Add to Facebook Custom Audience to Update Salesforce Field
Form Submitted to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Form Submitted to Has Submitted Facebook Lead Ad to Assign Salesforce Lead
Form Submitted to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status
Form Submitted to Has Submitted Facebook Lead Ad to Add Salesforce Task
Form Submitted to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group
Form Submitted to Has Submitted Facebook Lead Ad to Update Salesforce Field
Salesforce Field Changed to Add Salesforce Task to Add to Facebook Custom Audience
Form Submitted to Add to Facebook Custom Audience to Assign Salesforce Lead to Group
Facebook Lead Ad Submitted to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group
Salesforce Field Changed to Add to Facebook Custom Audience to Update Salesforce Field
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Assign Salesforce Lead
Salesforce Campaign Trigger to Add Salesforce Task to Add to Facebook Custom Audience
Salesforce Campaign Trigger to Add to Facebook Custom Audience to Add Salesforce Task
Salesforce Field Changed to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status
Form Submitted to Update Salesforce Field to Remove From Facebook Custom Audience
Salesforce Field Changed to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Update Salesforce Field
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Salesforce Campaign Trigger to Check Salesforce Field to Remove From Facebook Custom Audience
Salesforce Campaign Trigger to Add to Facebook Custom Audience to Update Salesforce Field
Form Submitted to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status
Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Create Salesforce Opportunity
Salesforce Campaign Trigger to Assign Salesforce Lead to Add to Facebook Custom Audience
Showing 64 journey ideas for Salesforce, Facebook 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 Facebook integration
Our Facebook integration takes your audiences and automatically syncs them with Facebook to help you grow them. Target customers similar to the ones in each of your audiences.
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, Facebook 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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
