Salesforce + Lists + Trello integration
Use Autopilot to create journeys that use the Salesforce, Lists and Trello integrations.
Marketing Automation ideas to integrate Salesforce, Lists and Trello.
Salesforce Campaign Trigger to Add to List to Add Trello Card
Salesforce Campaign Trigger to Is on List or Segment to Add Trello Card
Salesforce Campaign Trigger to Remove From List to Add Trello Card
Salesforce Campaign Trigger to Check Lead Status to Add Trello Card
Salesforce Campaign Trigger to Add Trello Card to Add to List
Salesforce Campaign Trigger to Add Trello Card to Remove From List
Salesforce Field Changed to Add to List to Add Trello Card
Salesforce Field Changed to Is on List or Segment to Add Trello Card
Salesforce Field Changed to Remove From List to Add Trello Card
Salesforce Field Changed to Check Lead Status to Add Trello Card
Salesforce Field Changed to Add Trello Card to Add to List
Salesforce Field Changed to Add Trello Card to Remove From List
List Trigger to Create Salesforce Opportunity to Add Trello Card
List Trigger to Assign Salesforce Lead to Add Trello Card
List Trigger to Set Salesforce Campaign Member Status to Add Trello Card
List Trigger to Add Salesforce Task to Add Trello Card
List Trigger to Check Salesforce Field to Add Trello Card
List Trigger to Check Salesforce Campaign Member Status to Add Trello Card
List Trigger to Assign Salesforce Lead to Group to Add Trello Card
List Trigger to Update Salesforce Field to Add Trello Card
List Trigger to Add Trello Card to Create Salesforce Opportunity
List Trigger to Add Trello Card to Assign Salesforce Lead
List Trigger to Add Trello Card to Set Salesforce Campaign Member Status
List Trigger to Add Trello Card to Add Salesforce Task
List Trigger to Add Trello Card to Assign Salesforce Lead to Group
List Trigger to Add Trello Card to Update Salesforce Field
Removed From List to Create Salesforce Opportunity to Add Trello Card
Removed From List to Assign Salesforce Lead to Add Trello Card
Removed From List to Set Salesforce Campaign Member Status to Add Trello Card
Removed From List to Add Salesforce Task to Add Trello Card
Removed From List to Check Salesforce Field to Add Trello Card
Removed From List to Check Salesforce Campaign Member Status to Add Trello Card
Removed From List to Assign Salesforce Lead to Group to Add Trello Card
Removed From List to Update Salesforce Field to Add Trello Card
Removed From List to Add Trello Card to Create Salesforce Opportunity
Removed From List to Add Trello Card to Assign Salesforce Lead
Removed From List to Add Trello Card to Set Salesforce Campaign Member Status
Removed From List to Add Trello Card to Add Salesforce Task
Removed From List to Add Trello Card to Assign Salesforce Lead to Group
Removed From List to Add Trello Card to Update Salesforce Field
Removed From List to Assign Salesforce Lead to Add to List
Salesforce Campaign Trigger to Remove From List to Set Salesforce Campaign Member Status
List Trigger to Check Salesforce Field to Add Trello Card
Salesforce Field Changed to Is on List or Segment to Assign Salesforce Lead to Group
Removed From List to Add Trello Card to Add Salesforce Task
Salesforce Field Changed to Remove From List to Assign Salesforce Lead
Removed From List to Create Salesforce Opportunity to Add to List
Salesforce Campaign Trigger to Remove From List to Assign Salesforce Lead
Salesforce Field Changed to Add Trello Card to Add to List
Salesforce Field Changed to Is on List or Segment to Add Trello Card
List Trigger to Remove From List to Assign Salesforce Lead to Group
List Trigger to Check Lead Status to Set Salesforce Campaign Member Status
List Trigger to Check Lead Status to Add Salesforce Task
List Trigger to Remove From List to Create Salesforce Opportunity
Salesforce Campaign Trigger to Remove From List to Update Salesforce Field
List Trigger to Add to List to Assign Salesforce Lead
Removed From List to Check Salesforce Field to Add Trello Card
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Remove From List
Removed From List to Check Salesforce Campaign Member Status to Add Trello Card
Salesforce Campaign Trigger to Remove From List to Create Salesforce Opportunity
Showing 60 journey ideas for Salesforce, Lists and Trello
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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Lists integration and the Trello 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.
Add Trello Card
Adds a Trello card to a board.
