Salesforce + Facebook + Pipedrive integration

Use Autopilot to create journeys that use the Salesforce, Facebook and Pipedrive integrations.

Marketing Automation ideas to integrate Salesforce, Facebook and Pipedrive.

Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Update Salesforce Field to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Assign Salesforce Lead

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Salesforce Field Changed to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group

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Salesforce Field Changed to Add to Facebook Custom Audience to Add Salesforce Task

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Salesforce Field Changed to Add to Facebook Custom Audience to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Create Salesforce Opportunity to Add to Facebook Custom Audience

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Salesforce Field Changed to Add Salesforce Task to Remove From Facebook Custom Audience

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Salesforce Field Changed to Create Salesforce Opportunity to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Update Salesforce Field

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience

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Showing 20 journey ideas for Salesforce, Facebook and Pipedrive

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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. Send personalized messages and take action across the entire customer lifecycle. Autopilot for Pipedrive will help you close more deals and orchestrate a better sales and marketing experience for your customers. When you connect to Pipedrive we sync all of your people, organizations and activities. We’ve included templates for Audiences, Dashboards, Reports and Playbooks to help you get started. The templates cover everything from detailed Pipedrive analytics dashboards, to playbooks that help nurture subscribers into customers. All of your Pipedrive data connects to your customer data platform in Autopilot, which means you can easily ask questions like “which UTM campaign led to the most new deals?” or "which sales emails are most effective at progressing deals?”. All of your important data and metrics are now in one place. You also get access to powerful reporting and dashboards, which means you can create marketing funnels, cohorts, metrics and goals to motivate your entire team. Built in revenue attribution for campaigns will help you see the exact MRR contribution of every email you send from nurturing new subscribers to retaining existing customers.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Facebook integration and the Pipedrive 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.

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.

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.

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, Facebook and Pipedrive.