Salesforce + Intercom + Sendgrid integration
Use Autopilot to create journeys that use the Salesforce, Intercom and Sendgrid integrations.
Marketing Automation ideas to integrate Salesforce, Intercom and Sendgrid.
Add Intercom Tag to Create Salesforce Opportunity to Send Sendgrid Transactional Email
Add Intercom Tag to Assign Salesforce Lead to Send Sendgrid Transactional Email
Add Intercom Tag to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Add Intercom Tag to Add Salesforce Task to Send Sendgrid Transactional Email
Add Intercom Tag to Check Salesforce Field to Send Sendgrid Transactional Email
Add Intercom Tag to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Add Intercom Tag to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Add Intercom Tag to Update Salesforce Field to Send Sendgrid Transactional Email
Add Intercom Tag to Send Sendgrid Transactional Email to Create Salesforce Opportunity
Add Intercom Tag to Send Sendgrid Transactional Email to Assign Salesforce Lead
Add Intercom Tag to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
Add Intercom Tag to Send Sendgrid Transactional Email to Add Salesforce Task
Add Intercom Tag to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
Add Intercom Tag to Send Sendgrid Transactional Email to Update Salesforce Field
New Intercom User to Create Salesforce Opportunity to Send Sendgrid Transactional Email
New Intercom User to Assign Salesforce Lead to Send Sendgrid Transactional Email
New Intercom User to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
New Intercom User to Add Salesforce Task to Send Sendgrid Transactional Email
New Intercom User to Check Salesforce Field to Send Sendgrid Transactional Email
New Intercom User to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
New Intercom User to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
New Intercom User to Update Salesforce Field to Send Sendgrid Transactional Email
New Intercom User to Send Sendgrid Transactional Email to Create Salesforce Opportunity
New Intercom User to Send Sendgrid Transactional Email to Assign Salesforce Lead
New Intercom User to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
New Intercom User to Send Sendgrid Transactional Email to Add Salesforce Task
New Intercom User to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
New Intercom User to Send Sendgrid Transactional Email to Update Salesforce Field
New Intercom Lead to Create Salesforce Opportunity to Send Sendgrid Transactional Email
New Intercom Lead to Assign Salesforce Lead to Send Sendgrid Transactional Email
New Intercom Lead to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
New Intercom Lead to Add Salesforce Task to Send Sendgrid Transactional Email
New Intercom Lead to Check Salesforce Field to Send Sendgrid Transactional Email
New Intercom Lead to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
New Intercom Lead to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
New Intercom Lead to Update Salesforce Field to Send Sendgrid Transactional Email
New Intercom Lead to Send Sendgrid Transactional Email to Create Salesforce Opportunity
New Intercom Lead to Send Sendgrid Transactional Email to Assign Salesforce Lead
New Intercom Lead to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
New Intercom Lead to Send Sendgrid Transactional Email to Add Salesforce Task
New Intercom Lead to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
New Intercom Lead to Send Sendgrid Transactional Email to Update Salesforce Field
Intercom Tag to Create Salesforce Opportunity to Send Sendgrid Transactional Email
Intercom Tag to Assign Salesforce Lead to Send Sendgrid Transactional Email
Intercom Tag to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Intercom Tag to Add Salesforce Task to Send Sendgrid Transactional Email
Intercom Tag to Check Salesforce Field to Send Sendgrid Transactional Email
Intercom Tag to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Intercom Tag to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Intercom Tag to Update Salesforce Field to Send Sendgrid Transactional Email
Intercom Tag to Send Sendgrid Transactional Email to Create Salesforce Opportunity
Intercom Tag to Send Sendgrid Transactional Email to Assign Salesforce Lead
Intercom Tag to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
Intercom Tag to Send Sendgrid Transactional Email to Add Salesforce Task
Intercom Tag to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
Intercom Tag to Send Sendgrid Transactional Email to Update Salesforce Field
Add Intercom Tag to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Intercom Tag to Add Salesforce Task to Send Sendgrid Transactional Email
Intercom Tag to Send Sendgrid Transactional Email to Create Salesforce Opportunity
New Intercom Lead to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
New Intercom Lead to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
Add Intercom Tag to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Add Intercom Tag to Update Salesforce Field to Send Sendgrid Transactional Email
New Intercom User to Send Sendgrid Transactional Email to Add Salesforce Task
New Intercom Lead to Send Sendgrid Transactional Email to Add Salesforce Task
Add Intercom Tag to Assign Salesforce Lead to Send Sendgrid Transactional Email
Add Intercom Tag to Send Sendgrid Transactional Email to Assign Salesforce Lead
Add Intercom Tag to Check Salesforce Field to Send Sendgrid Transactional Email
Intercom Tag to Send Sendgrid Transactional Email to Update Salesforce Field
New Intercom Lead to Send Sendgrid Transactional Email to Assign Salesforce Lead
Intercom Tag to Send Sendgrid Transactional Email to Assign Salesforce Lead
Intercom Tag to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Intercom Tag to Check Salesforce Field to Send Sendgrid Transactional Email
New Intercom User to Send Sendgrid Transactional Email to Update Salesforce Field
Add Intercom Tag to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Add Intercom Tag to Create Salesforce Opportunity to Send Sendgrid Transactional Email
Showing 76 journey ideas for Salesforce, Intercom and Sendgrid
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 Intercom integration
Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.
About the Sendgrid integration
SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Intercom integration and the Sendgrid 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).
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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.
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 Sendgrid Transactional Email
Send a transactional email from Sendgrid.
