Salesforce + Lists + Wufoo integration

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

Marketing Automation ideas to integrate Salesforce, Lists and Wufoo.

Salesforce Campaign Trigger to Has Submitted Wufoo Form to Add to List

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Salesforce Campaign Trigger to Has Submitted Wufoo Form to Remove From List

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Salesforce Field Changed to Has Submitted Wufoo Form to Add to List

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Salesforce Field Changed to Has Submitted Wufoo Form to Remove From List

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List Trigger to Has Submitted Wufoo Form to Create Salesforce Opportunity

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List Trigger to Has Submitted Wufoo Form to Assign Salesforce Lead

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List Trigger to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status

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List Trigger to Has Submitted Wufoo Form to Add Salesforce Task

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List Trigger to Has Submitted Wufoo Form to Assign Salesforce Lead to Group

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List Trigger to Has Submitted Wufoo Form to Update Salesforce Field

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Removed From List to Has Submitted Wufoo Form to Create Salesforce Opportunity

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Removed From List to Has Submitted Wufoo Form to Assign Salesforce Lead

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Removed From List to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status

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Removed From List to Has Submitted Wufoo Form to Add Salesforce Task

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Removed From List to Has Submitted Wufoo Form to Assign Salesforce Lead to Group

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Removed From List to Has Submitted Wufoo Form to Update Salesforce Field

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New Wufoo Form Submitted to Create Salesforce Opportunity to Add to List

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New Wufoo Form Submitted to Create Salesforce Opportunity to Remove From List

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New Wufoo Form Submitted to Assign Salesforce Lead to Add to List

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New Wufoo Form Submitted to Assign Salesforce Lead to Remove From List

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New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Add to List

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New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Remove From List

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New Wufoo Form Submitted to Add Salesforce Task to Add to List

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New Wufoo Form Submitted to Add Salesforce Task to Remove From List

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New Wufoo Form Submitted to Check Salesforce Field to Add to List

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New Wufoo Form Submitted to Check Salesforce Field to Remove From List

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New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Add to List

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New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Remove From List

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New Wufoo Form Submitted to Assign Salesforce Lead to Group to Add to List

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New Wufoo Form Submitted to Assign Salesforce Lead to Group to Remove From List

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New Wufoo Form Submitted to Update Salesforce Field to Add to List

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New Wufoo Form Submitted to Update Salesforce Field to Remove From List

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New Wufoo Form Submitted to Add to List to Create Salesforce Opportunity

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New Wufoo Form Submitted to Add to List to Assign Salesforce Lead

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New Wufoo Form Submitted to Add to List to Set Salesforce Campaign Member Status

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New Wufoo Form Submitted to Add to List to Add Salesforce Task

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New Wufoo Form Submitted to Add to List to Assign Salesforce Lead to Group

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New Wufoo Form Submitted to Add to List to Update Salesforce Field

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New Wufoo Form Submitted to Is on List or Segment to Create Salesforce Opportunity

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New Wufoo Form Submitted to Is on List or Segment to Assign Salesforce Lead

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New Wufoo Form Submitted to Is on List or Segment to Set Salesforce Campaign Member Status

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New Wufoo Form Submitted to Is on List or Segment to Add Salesforce Task

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New Wufoo Form Submitted to Is on List or Segment to Assign Salesforce Lead to Group

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New Wufoo Form Submitted to Is on List or Segment to Update Salesforce Field

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New Wufoo Form Submitted to Remove From List to Create Salesforce Opportunity

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New Wufoo Form Submitted to Remove From List to Assign Salesforce Lead

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New Wufoo Form Submitted to Remove From List to Set Salesforce Campaign Member Status

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New Wufoo Form Submitted to Remove From List to Add Salesforce Task

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New Wufoo Form Submitted to Remove From List to Assign Salesforce Lead to Group

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New Wufoo Form Submitted to Remove From List to Update Salesforce Field

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New Wufoo Form Submitted to Check Lead Status to Create Salesforce Opportunity

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New Wufoo Form Submitted to Check Lead Status to Assign Salesforce Lead

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New Wufoo Form Submitted to Check Lead Status to Set Salesforce Campaign Member Status

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New Wufoo Form Submitted to Check Lead Status to Add Salesforce Task

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New Wufoo Form Submitted to Check Lead Status to Assign Salesforce Lead to Group

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New Wufoo Form Submitted to Check Lead Status to Update Salesforce Field

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Salesforce Campaign Trigger to Remove From List to Assign Salesforce Lead

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Salesforce Campaign Trigger to Remove From List to Add Salesforce Task

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List Trigger to Update Salesforce Field to Remove From List

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New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Remove From List

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Salesforce Field Changed to Remove From List to Assign Salesforce Lead

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Removed From List to Has Submitted Wufoo Form to Assign Salesforce Lead to Group

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New Wufoo Form Submitted to Add to List to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Lead Status to Update Salesforce Field

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Salesforce Campaign Trigger to Add Salesforce Task to Add to List

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

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Salesforce Campaign Trigger to Has Submitted Wufoo Form to Add to List

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Removed From List to Has Submitted Wufoo Form to Update Salesforce Field

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New Wufoo Form Submitted to Add to List to Create Salesforce Opportunity

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

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Salesforce Campaign Trigger to Check Lead Status to Add Salesforce Task

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Salesforce Field Changed to Add to List to Add Salesforce Task

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Salesforce Field Changed to Check Lead Status to Add Salesforce Task

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New Wufoo Form Submitted to Is on List or Segment to Update Salesforce Field

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

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New Wufoo Form Submitted to Create Salesforce Opportunity to Add to List

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Showing 76 journey ideas for Salesforce, Lists and Wufoo

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 Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lists integration and the Wufoo 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.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.

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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.

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.

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 Wufoo.