Salesforce + Slack + Drift integration
Use Autopilot to create journeys that use the Salesforce, Slack and Drift integrations.
Marketing Automation ideas to integrate Salesforce, Slack and Drift.
New Drift Contact to Create Salesforce Opportunity to Send Slack Message
New Drift Contact to Assign Salesforce Lead to Send Slack Message
New Drift Contact to Set Salesforce Campaign Member Status to Send Slack Message
New Drift Contact to Add Salesforce Task to Send Slack Message
New Drift Contact to Check Salesforce Field to Send Slack Message
New Drift Contact to Check Salesforce Campaign Member Status to Send Slack Message
New Drift Contact to Assign Salesforce Lead to Group to Send Slack Message
New Drift Contact to Update Salesforce Field to Send Slack Message
New Drift Contact to Send Slack Message to Create Salesforce Opportunity
New Drift Contact to Send Slack Message to Assign Salesforce Lead
New Drift Contact to Send Slack Message to Set Salesforce Campaign Member Status
New Drift Contact to Send Slack Message to Add Salesforce Task
New Drift Contact to Send Slack Message to Assign Salesforce Lead to Group
New Drift Contact to Send Slack Message to Update Salesforce Field
Drift Goal Reached to Create Salesforce Opportunity to Send Slack Message
Drift Goal Reached to Assign Salesforce Lead to Send Slack Message
Drift Goal Reached to Set Salesforce Campaign Member Status to Send Slack Message
Drift Goal Reached to Add Salesforce Task to Send Slack Message
Drift Goal Reached to Check Salesforce Field to Send Slack Message
Drift Goal Reached to Check Salesforce Campaign Member Status to Send Slack Message
Drift Goal Reached to Assign Salesforce Lead to Group to Send Slack Message
Drift Goal Reached to Update Salesforce Field to Send Slack Message
Drift Goal Reached to Send Slack Message to Create Salesforce Opportunity
Drift Goal Reached to Send Slack Message to Assign Salesforce Lead
Drift Goal Reached to Send Slack Message to Set Salesforce Campaign Member Status
Drift Goal Reached to Send Slack Message to Add Salesforce Task
Drift Goal Reached to Send Slack Message to Assign Salesforce Lead to Group
Drift Goal Reached to Send Slack Message to Update Salesforce Field
Drift Goal Reached to Send Slack Message to Set Salesforce Campaign Member Status
New Drift Contact to Check Salesforce Campaign Member Status to Send Slack Message
New Drift Contact to Send Slack Message to Update Salesforce Field
New Drift Contact to Add Salesforce Task to Send Slack Message
Salesforce Field Changed to Assign Salesforce Lead to Send Slack Message
Drift Goal Reached to Set Salesforce Campaign Member Status to Send Slack Message
Drift Goal Reached to Check Salesforce Campaign Member Status to Send Slack Message
Salesforce Field Changed to Add Salesforce Task to Send Slack Message
Salesforce Field Changed to Send Slack Message to Add Salesforce Task
Salesforce Field Changed to Send Slack Message to Update Salesforce Field
Salesforce Campaign Trigger to Send Slack Message to Update Salesforce Field
Drift Goal Reached to Assign Salesforce Lead to Group to Send Slack Message
New Drift Contact to Send Slack Message to Assign Salesforce Lead
Salesforce Field Changed to Create Salesforce Opportunity to Send Slack Message
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Slack Message
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Slack Message
Salesforce Campaign Trigger to Send Slack Message to Add Salesforce Task
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Slack Message
Salesforce Campaign Trigger to Add Salesforce Task to Send Slack Message
New Drift Contact to Set Salesforce Campaign Member Status to Send Slack Message
Showing 48 journey ideas for Salesforce, Slack and Drift
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 Slack integration
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.
About the Drift integration
Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Slack integration and the Drift 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 Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.
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.
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 Slack Message
Send a contextual Slack message to a Slack channel.
