Salesforce + Lead Scoring Integration
Use Autopilot to automate and integrate Salesforce and Lead Scoring.
Marketing Automation ideas to integrate Salesforce and Lead Scoring
Twilio SMS Received to Create Salesforce Opportunity to Change Score
Email Activity to Change Score to Create Salesforce Opportunity
Salesforce Field Changed to Change Score
Page Visited to Check Salesforce Field to Change Score
Salesforce Campaign Trigger to Change Score
Removed From List to Change Score
Email Activity to Check Salesforce Field to Change Score
Salesforce Field Changed to Send Twilio SMS
Salesforce Field Changed to Change Score
Heap Event to Change Score
Salesforce Campaign Trigger to Change Score to Update HubSpot CRM Deal Stage
Email Activity to Add Salesforce Task to Change Score
Twilio SMS Received to Change Score
Salesforce Field Changed to Remove From List to Change Score
Heap Event to Change Score to Set Salesforce Campaign Member Status
API Trigger to Set Salesforce Campaign Member Status to Change Score
Salesforce Field Changed to Change Score
Twilio SMS Received to Check Salesforce Campaign Member Status to Change Score
Page Visited to Assign Salesforce Lead to Group
Heap Event to Set Salesforce Campaign Member Status
Showing 20 of 464 Marketing Automation ideas using Autopilot's Salesforce and Lead Scoring integration.
About Salesforce
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 Lead Scoring
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Salesforce integration.
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).
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.
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.
Change Score
Increases or decrease a number field by a specific amount.
