Salesforce + Lists Integration
Use Autopilot to automate and integrate Salesforce and Lists.
Marketing Automation ideas to integrate Salesforce and Lists
Salesforce Field Changed to Remove From List
List Trigger to Set Salesforce Campaign Member Status
Smart Segment Trigger to Check Lead Status to Create Salesforce Opportunity
List Trigger to Assign Salesforce Lead
List Trigger to Assign Salesforce Lead
Salesforce Campaign Trigger to Add to List to Mail Lob Postcard
Removed From List to Create Salesforce Opportunity
List Trigger to Create Salesforce Opportunity
Subscribed to Mailchimp audience to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Add Salesforce Task to Add to List
List Trigger to Add to List to Set Salesforce Campaign Member Status
Smart Segment Trigger to Is on List or Segment to Add Salesforce Task
New Wufoo Form Submitted to Assign Salesforce Lead to Group
Removed From List to Create Salesforce Opportunity
Subscribed to Mailchimp audience to Is on List or Segment to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Add to List
Typeform Submitted to Is on List or Segment to Set Salesforce Campaign Member Status
List Trigger to Add Trello Card to Set Salesforce Campaign Member Status
List Trigger to Remove from Google Ads Audience to Create Salesforce Opportunity
Removed From List to Create Salesforce Opportunity to Send Slack Message
Showing 20 of 2590 Marketing Automation ideas using Autopilot's Salesforce and Lists 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 Lists
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
