Salesforce + Lead Scoring + Page Visit Tracking integration
Use Autopilot to create journeys that use the Salesforce, Lead Scoring and Page Visit Tracking integrations.
Marketing Automation ideas to integrate Salesforce, Lead Scoring and Page Visit Tracking.
Salesforce Campaign Trigger to Has Visited Page to Change Score
Salesforce Field Changed to Has Visited Page to Change Score
Page Visited to Create Salesforce Opportunity to Change Score
Page Visited to Assign Salesforce Lead to Change Score
Page Visited to Set Salesforce Campaign Member Status to Change Score
Page Visited to Add Salesforce Task to Change Score
Page Visited to Check Salesforce Field to Change Score
Page Visited to Check Salesforce Campaign Member Status to Change Score
Page Visited to Assign Salesforce Lead to Group to Change Score
Page Visited to Update Salesforce Field to Change Score
Page Visited to Change Score to Create Salesforce Opportunity
Page Visited to Change Score to Assign Salesforce Lead
Page Visited to Change Score to Set Salesforce Campaign Member Status
Page Visited to Change Score to Add Salesforce Task
Page Visited to Change Score to Assign Salesforce Lead to Group
Page Visited to Change Score to Update Salesforce Field
Salesforce Campaign Trigger to Change Score to Add Salesforce Task
Page Visited to Assign Salesforce Lead to Group to Change Score
Page Visited to Create Salesforce Opportunity to Change Score
Salesforce Field Changed to Assign Salesforce Lead to Group to Change Score
Page Visited to Update Salesforce Field to Change Score
Salesforce Field Changed to Check Salesforce Field to Change Score
Page Visited to Check Salesforce Campaign Member Status to Change Score
Salesforce Field Changed to Change Score to Create Salesforce Opportunity
Salesforce Campaign Trigger to Assign Salesforce Lead to Change Score
Salesforce Field Changed to Change Score to Set Salesforce Campaign Member Status
Page Visited to Check Salesforce Field to Change Score
Salesforce Campaign Trigger to Create Salesforce Opportunity to Change Score
Salesforce Campaign Trigger to Change Score to Update Salesforce Field
Page Visited to Change Score to Assign Salesforce Lead
Salesforce Field Changed to Has Visited Page to Change Score
Page Visited to Add Salesforce Task to Change Score
Page Visited to Change Score to Set Salesforce Campaign Member Status
Salesforce Field Changed to Set Salesforce Campaign Member Status to Change Score
Page Visited to Change Score to Update Salesforce Field
Salesforce Campaign Trigger to Change Score to Set Salesforce Campaign Member Status
Showing 36 journey ideas for Salesforce, Lead Scoring and Page Visit Tracking
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 Lead Scoring integration
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.
About the Page Visit Tracking integration
Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Lead Scoring integration and the Page Visit Tracking 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).
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other 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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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.
Change Score
Increases or decrease a number field by a specific amount.
