Salesforce + Page Visit Tracking + Email integration

Use Autopilot to create journeys that use the Salesforce, Page Visit Tracking and Email integrations.

Marketing Automation ideas to integrate Salesforce, Page Visit Tracking and Email.

Salesforce Campaign Trigger to Has Visited Page to Send Email

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Salesforce Field Changed to Has Visited Page to Send Email

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Page Visited to Create Salesforce Opportunity to Send Email

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Page Visited to Assign Salesforce Lead to Send Email

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Page Visited to Set Salesforce Campaign Member Status to Send Email

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Page Visited to Add Salesforce Task to Send Email

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Page Visited to Check Salesforce Field to Send Email

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Page Visited to Check Salesforce Campaign Member Status to Send Email

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Page Visited to Assign Salesforce Lead to Group to Send Email

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Page Visited to Update Salesforce Field to Send Email

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Page Visited to Check Email Status to Create Salesforce Opportunity

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Page Visited to Check Email Status to Assign Salesforce Lead

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Page Visited to Check Email Status to Set Salesforce Campaign Member Status

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Page Visited to Check Email Status to Add Salesforce Task

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Page Visited to Check Email Status to Assign Salesforce Lead to Group

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Page Visited to Check Email Status to Update Salesforce Field

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Page Visited to Send Email to Create Salesforce Opportunity

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Page Visited to Send Email to Assign Salesforce Lead

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Page Visited to Send Email to Set Salesforce Campaign Member Status

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Page Visited to Send Email to Add Salesforce Task

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Page Visited to Send Email to Assign Salesforce Lead to Group

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Page Visited to Send Email to Update Salesforce Field

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Email Activity to Has Visited Page to Create Salesforce Opportunity

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Email Activity to Has Visited Page to Assign Salesforce Lead

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Email Activity to Has Visited Page to Set Salesforce Campaign Member Status

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Email Activity to Has Visited Page to Add Salesforce Task

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Email Activity to Has Visited Page to Assign Salesforce Lead to Group

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Email Activity to Has Visited Page to Update Salesforce Field

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Page Visited to Check Email Status to Set Salesforce Campaign Member Status

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Email Activity to Has Visited Page to Create Salesforce Opportunity

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Page Visited to Send Email to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Visited Page to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Has Visited Page to Add Salesforce Task

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Salesforce Campaign Trigger to Has Visited Page to Set Salesforce Campaign Member Status

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Page Visited to Has Visited Page to Update Salesforce Field

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Page Visited to Send Email to Create Salesforce Opportunity

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Page Visited to Check Salesforce Campaign Member Status to Send Email

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Page Visited to Send Email to Add Salesforce Task

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Salesforce Campaign Trigger to Has Visited Page to Assign Salesforce Lead

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Page Visited to Check Email Status to Add Salesforce Task

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Salesforce Field Changed to Has Visited Page to Create Salesforce Opportunity

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Page Visited to Check Email Status to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Visited Page to Assign Salesforce Lead

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Page Visited to Send Email to Assign Salesforce Lead

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Salesforce Field Changed to Has Visited Page to Assign Salesforce Lead to Group

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Page Visited to Check Email Status to Assign Salesforce Lead

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Page Visited to Has Visited Page to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Has Visited Page to Add Salesforce Task

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Showing 48 journey ideas for Salesforce, Page Visit Tracking and Email

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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Page Visit Tracking integration and the Email 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).
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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 Email
Send a contact a personalized marketing or transactional email.

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, Page Visit Tracking and Email.