Salesforce + Lists + Stripe integration
Use Autopilot to create journeys that use the Salesforce, Lists and Stripe integrations.
Marketing Automation ideas to integrate Salesforce, Lists and Stripe.
List Trigger to Assign Salesforce Lead to Add to List
Salesforce Field Changed to Assign Salesforce Lead to Group to Remove From List
Removed From List to Add to List to Add Salesforce Task
Removed From List to Assign Salesforce Lead to Add to List
Salesforce Campaign Trigger to Add to List to Update Salesforce Field
Removed From List to Add to List to Update Salesforce Field
Salesforce Field Changed to Create Salesforce Opportunity to Add to List
Salesforce Campaign Trigger to Is on List or Segment to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Salesforce Field to Remove From List
Salesforce Campaign Trigger to Remove From List to Add Salesforce Task
Removed From List to Check Salesforce Field to Remove From List
Salesforce Campaign Trigger to Check Lead Status to Assign Salesforce Lead
Removed From List to Is on List or Segment to Add Salesforce Task
Removed From List to Check Lead Status to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Add to List to Assign Salesforce Lead
Salesforce Field Changed to Add Salesforce Task to Add to List
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Remove From List
List Trigger to Remove From List to Update Salesforce Field
Salesforce Campaign Trigger to Check Salesforce Field to Add to List
List Trigger to Remove From List to Add Salesforce Task
Showing 20 journey ideas for Salesforce, Lists and Stripe
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 Stripe integration
Stripe is the best way to accept payments online. Stripe aims to expand internet commerce by making it easy to process transactions and manage an online business. Autopilot's Stripe integration syncs all of your customer and invoice data and provides you deep insight into your data through built-in dashboards. Autopilot also allows you to use its email marketing tools to grow your business and make more money. Either use single-send email marketing campaign to key audiences, or use playbooks to nurture and grow your audience and make more money.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Lists integration and the Stripe 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.
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.
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.
