Salesforce + Forms + Drift integration
Use Autopilot to create journeys that use the Salesforce, Forms and Drift integrations.
Marketing Automation ideas to integrate Salesforce, Forms and Drift.
Showing 32 journey ideas for Salesforce, Forms and Drift
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 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.
About the Drift integration
Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Forms integration and the Drift 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).
Form Submitted
Add a contact to a journey when they submit a form.
New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.
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 Form
Check if a contact has previously submitted a specific form.
Journey Actions