Salesforce + Intercom + Wufoo integration
Use Autopilot to create journeys that use the Salesforce, Intercom and Wufoo integrations.
Marketing Automation ideas to integrate Salesforce, Intercom and Wufoo.
Add Intercom Tag to Has Submitted Wufoo Form to Create Salesforce Opportunity
Add Intercom Tag to Has Submitted Wufoo Form to Assign Salesforce Lead
Add Intercom Tag to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Add Intercom Tag to Has Submitted Wufoo Form to Add Salesforce Task
Add Intercom Tag to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Add Intercom Tag to Has Submitted Wufoo Form to Update Salesforce Field
New Intercom User to Has Submitted Wufoo Form to Create Salesforce Opportunity
New Intercom User to Has Submitted Wufoo Form to Assign Salesforce Lead
New Intercom User to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
New Intercom User to Has Submitted Wufoo Form to Add Salesforce Task
New Intercom User to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
New Intercom User to Has Submitted Wufoo Form to Update Salesforce Field
New Intercom Lead to Has Submitted Wufoo Form to Create Salesforce Opportunity
New Intercom Lead to Has Submitted Wufoo Form to Assign Salesforce Lead
New Intercom Lead to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
New Intercom Lead to Has Submitted Wufoo Form to Add Salesforce Task
New Intercom Lead to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
New Intercom Lead to Has Submitted Wufoo Form to Update Salesforce Field
Intercom Tag to Has Submitted Wufoo Form to Create Salesforce Opportunity
Intercom Tag to Has Submitted Wufoo Form to Assign Salesforce Lead
Intercom Tag to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Intercom Tag to Has Submitted Wufoo Form to Add Salesforce Task
Intercom Tag to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Intercom Tag to Has Submitted Wufoo Form to Update Salesforce Field
New Intercom User to Has Submitted Wufoo Form to Create Salesforce Opportunity
Add Intercom Tag to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Add Intercom Tag to Has Submitted Wufoo Form to Create Salesforce Opportunity
New Intercom Lead to Has Submitted Wufoo Form to Create Salesforce Opportunity
Intercom Tag to Has Submitted Wufoo Form to Assign Salesforce Lead
New Intercom User to Has Submitted Wufoo Form to Update Salesforce Field
New Intercom User to Has Submitted Wufoo Form to Add Salesforce Task
Intercom Tag to Has Submitted Wufoo Form to Update Salesforce Field
New Intercom Lead to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Add Intercom Tag to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Add Intercom Tag to Has Submitted Wufoo Form to Add Salesforce Task
Add Intercom Tag to Has Submitted Wufoo Form to Update Salesforce Field
Intercom Tag to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Intercom Tag to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
New Intercom User to Has Submitted Wufoo Form to Assign Salesforce Lead
New Intercom Lead to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
New Intercom Lead to Has Submitted Wufoo Form to Assign Salesforce Lead
Intercom Tag to Has Submitted Wufoo Form to Add Salesforce Task
New Intercom Lead to Has Submitted Wufoo Form to Update Salesforce Field
New Intercom User to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Showing 44 journey ideas for Salesforce, Intercom and Wufoo
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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Intercom integration and the Wufoo 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.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo 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 Wufoo Form
Check if a contact has previously submitted a specific Wufoo 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.
