Salesforce + NationBuilder + Sendgrid integration

Use Autopilot to create journeys that use the Salesforce, NationBuilder and Sendgrid integrations.

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Marketing Automation ideas to integrate Salesforce, NationBuilder and Sendgrid.

New NationBuilder Person Tag to Assign Salesforce Lead to Send Sendgrid Transactional Email

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NationBuilder Membership Status to Send Sendgrid Transactional Email to Update Salesforce Field

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New NationBuilder Person Tag to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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New NationBuilder Person Tag to Send Sendgrid Transactional Email to Add Salesforce Task

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Added to NationBuilder Nation List to Is a NationBuilder Donor? to Add Salesforce Task

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New NationBuilder Donor to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Is a NationBuilder Donor? to Update Salesforce Field

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Added to NationBuilder Nation List to Send Sendgrid Transactional Email to Add Salesforce Task

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NationBuilder Membership Status to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Added to NationBuilder Nation List to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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New NationBuilder Person Tag to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Added to NationBuilder Nation List to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Added to NationBuilder Nation List to Update Salesforce Field to Send Sendgrid Transactional Email

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NationBuilder Membership Status to Add Salesforce Task to Send Sendgrid Transactional Email

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New NationBuilder Person Tag to Check Salesforce Field to Send Sendgrid Transactional Email

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New NationBuilder Donor to Is a NationBuilder Donor? to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Is a NationBuilder Donor? to Assign Salesforce Lead to Group

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New NationBuilder Donor to Check Salesforce Field to Send Sendgrid Transactional Email

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NationBuilder Membership Status to Is a NationBuilder Donor? to Set Salesforce Campaign Member Status

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New NationBuilder Person Tag to Send Sendgrid Transactional Email to Update Salesforce Field

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Showing 20 journey ideas for Salesforce, NationBuilder and Sendgrid

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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

About the Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, NationBuilder integration and the Sendgrid 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).
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

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 a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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, NationBuilder and Sendgrid.