Salesforce + Lead Scoring + Sendgrid integration
Use Autopilot to create journeys that use the Salesforce, Lead Scoring and Sendgrid integrations.
Marketing Automation ideas to integrate Salesforce, Lead Scoring and Sendgrid.
Salesforce Campaign Trigger to Change Score to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Change Score
Salesforce Field Changed to Change Score to Send Sendgrid Transactional Email
Salesforce Field Changed to Send Sendgrid Transactional Email to Change Score
Salesforce Field Changed to Update Salesforce Field to Change Score
Salesforce Campaign Trigger to Update Salesforce Field to Change Score
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Change Score
Salesforce Field Changed to Set Salesforce Campaign Member Status to Change Score
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Change Score
Salesforce Campaign Trigger to Change Score to Add Salesforce Task
Salesforce Campaign Trigger to Change Score to Set Salesforce Campaign Member Status
Salesforce Field Changed to Assign Salesforce Lead to Group to Change Score
Salesforce Field Changed to Change Score to Assign Salesforce Lead
Salesforce Field Changed to Change Score to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Change Score
Salesforce Field Changed to Send Sendgrid Transactional Email to Change Score
Salesforce Campaign Trigger to Change Score to Send Sendgrid Transactional Email
Salesforce Field Changed to Check Salesforce Campaign Member Status to Change Score
Salesforce Field Changed to Create Salesforce Opportunity to Change Score
Salesforce Field Changed to Change Score to Update Salesforce Field
Salesforce Campaign Trigger to Change Score to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Change Score to Create Salesforce Opportunity
Salesforce Campaign Trigger to Create Salesforce Opportunity to Change Score
Salesforce Field Changed to Add Salesforce Task to Change Score
Showing 24 journey ideas for Salesforce, Lead Scoring 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 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 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, Lead Scoring 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).
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.
Change Score
Increases or decrease a number field by a specific amount.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
