Salesforce + Lists + Custom Fields integration

Use Autopilot to create journeys that use the Salesforce, Lists and Custom Fields integrations.

Marketing Automation ideas to integrate Salesforce, Lists and Custom Fields.

Salesforce Campaign Trigger to Add to List to Update Field

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Salesforce Campaign Trigger to Is on List or Segment to Update Field

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Salesforce Campaign Trigger to Remove From List to Update Field

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Salesforce Campaign Trigger to Check Lead Status to Update Field

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Salesforce Campaign Trigger to Update Field to Add to List

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Salesforce Campaign Trigger to Update Field to Remove From List

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Salesforce Campaign Trigger to Check Field to Add to List

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Salesforce Campaign Trigger to Check Field to Remove From List

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Salesforce Field Changed to Add to List to Update Field

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Salesforce Field Changed to Is on List or Segment to Update Field

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Salesforce Field Changed to Remove From List to Update Field

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Salesforce Field Changed to Check Lead Status to Update Field

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Salesforce Field Changed to Update Field to Add to List

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Salesforce Field Changed to Update Field to Remove From List

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Salesforce Field Changed to Check Field to Add to List

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Salesforce Field Changed to Check Field to Remove From List

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List Trigger to Create Salesforce Opportunity to Update Field

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List Trigger to Assign Salesforce Lead to Update Field

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List Trigger to Set Salesforce Campaign Member Status to Update Field

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List Trigger to Add Salesforce Task to Update Field

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List Trigger to Check Salesforce Field to Update Field

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List Trigger to Check Salesforce Campaign Member Status to Update Field

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List Trigger to Assign Salesforce Lead to Group to Update Field

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List Trigger to Update Salesforce Field to Update Field

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List Trigger to Update Field to Create Salesforce Opportunity

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List Trigger to Update Field to Assign Salesforce Lead

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List Trigger to Update Field to Set Salesforce Campaign Member Status

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List Trigger to Update Field to Add Salesforce Task

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List Trigger to Update Field to Assign Salesforce Lead to Group

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List Trigger to Update Field to Update Salesforce Field

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List Trigger to Check Field to Create Salesforce Opportunity

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List Trigger to Check Field to Assign Salesforce Lead

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List Trigger to Check Field to Set Salesforce Campaign Member Status

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List Trigger to Check Field to Add Salesforce Task

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List Trigger to Check Field to Assign Salesforce Lead to Group

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List Trigger to Check Field to Update Salesforce Field

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Removed From List to Create Salesforce Opportunity to Update Field

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Removed From List to Assign Salesforce Lead to Update Field

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Removed From List to Set Salesforce Campaign Member Status to Update Field

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Removed From List to Add Salesforce Task to Update Field

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Removed From List to Check Salesforce Field to Update Field

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Removed From List to Check Salesforce Campaign Member Status to Update Field

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Removed From List to Assign Salesforce Lead to Group to Update Field

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Removed From List to Update Salesforce Field to Update Field

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Removed From List to Update Field to Create Salesforce Opportunity

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Removed From List to Update Field to Assign Salesforce Lead

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Removed From List to Update Field to Set Salesforce Campaign Member Status

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Removed From List to Update Field to Add Salesforce Task

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Removed From List to Update Field to Assign Salesforce Lead to Group

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Removed From List to Update Field to Update Salesforce Field

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Removed From List to Check Field to Create Salesforce Opportunity

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Removed From List to Check Field to Assign Salesforce Lead

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Removed From List to Check Field to Set Salesforce Campaign Member Status

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Removed From List to Check Field to Add Salesforce Task

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Removed From List to Check Field to Assign Salesforce Lead to Group

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Removed From List to Check Field to Update Salesforce Field

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Field Match to Create Salesforce Opportunity to Add to List

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Field Match to Create Salesforce Opportunity to Remove From List

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Field Match to Assign Salesforce Lead to Add to List

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Field Match to Assign Salesforce Lead to Remove From List

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Field Match to Set Salesforce Campaign Member Status to Add to List

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Field Match to Set Salesforce Campaign Member Status to Remove From List

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Field Match to Add Salesforce Task to Add to List

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Field Match to Add Salesforce Task to Remove From List

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Field Match to Check Salesforce Field to Add to List

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Field Match to Check Salesforce Field to Remove From List

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Field Match to Check Salesforce Campaign Member Status to Add to List

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Field Match to Check Salesforce Campaign Member Status to Remove From List

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Field Match to Assign Salesforce Lead to Group to Add to List

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Field Match to Assign Salesforce Lead to Group to Remove From List

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Field Match to Update Salesforce Field to Add to List

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Field Match to Update Salesforce Field to Remove From List

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Field Match to Add to List to Create Salesforce Opportunity

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Field Match to Add to List to Assign Salesforce Lead

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Field Match to Add to List to Set Salesforce Campaign Member Status

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Field Match to Add to List to Add Salesforce Task

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Field Match to Add to List to Assign Salesforce Lead to Group

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Field Match to Add to List to Update Salesforce Field

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Field Match to Is on List or Segment to Create Salesforce Opportunity

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Field Match to Is on List or Segment to Assign Salesforce Lead

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Field Match to Is on List or Segment to Set Salesforce Campaign Member Status

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Field Match to Is on List or Segment to Add Salesforce Task

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Field Match to Is on List or Segment to Assign Salesforce Lead to Group

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Field Match to Is on List or Segment to Update Salesforce Field

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Field Match to Remove From List to Create Salesforce Opportunity

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Field Match to Remove From List to Assign Salesforce Lead

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Field Match to Remove From List to Set Salesforce Campaign Member Status

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Field Match to Remove From List to Add Salesforce Task

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Field Match to Remove From List to Assign Salesforce Lead to Group

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Field Match to Remove From List to Update Salesforce Field

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Field Match to Check Lead Status to Create Salesforce Opportunity

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Field Match to Check Lead Status to Assign Salesforce Lead

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Field Match to Check Lead Status to Set Salesforce Campaign Member Status

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Field Match to Check Lead Status to Add Salesforce Task

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Field Match to Check Lead Status to Assign Salesforce Lead to Group

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Field Match to Check Lead Status to Update Salesforce Field

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Removed From List to Update Field to Assign Salesforce Lead to Group

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List Trigger to Check Salesforce Field to Update Field

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Removed From List to Check Lead Status to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Add Salesforce Task to Add to List

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Removed From List to Add to List to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Add to List to Update Salesforce Field

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Removed From List to Check Lead Status to Assign Salesforce Lead to Group

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Removed From List to Remove From List to Set Salesforce Campaign Member Status

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Field Match to Is on List or Segment to Update Salesforce Field

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List Trigger to Check Salesforce Field to Remove From List

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Salesforce Field Changed to Remove From List to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Is on List or Segment to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Lead Status to Assign Salesforce Lead

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Field Match to Check Salesforce Field to Remove From List

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Field Match to Check Salesforce Campaign Member Status to Remove From List

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Field Match to Add to List to Update Salesforce Field

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Removed From List to Assign Salesforce Lead to Remove From List

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Salesforce Campaign Trigger to Check Lead Status to Create Salesforce Opportunity

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Removed From List to Add Salesforce Task to Remove From List

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Field Match to Create Salesforce Opportunity to Remove From List

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Showing 116 journey ideas for Salesforce, Lists and Custom Fields

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 Lists integration

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.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lists integration and the Custom Fields 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).
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.
Field Match
Add a contact to a journey when a particular field's value 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.
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.
Check Field
Check if a field is a specific value, or 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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
Update Field
Update a field to a specific value.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Lists and Custom Fields.