Salesforce + Slack + Lead Scoring integration
Use Autopilot to create journeys that use the Salesforce, Slack and Lead Scoring integrations.
Marketing Automation ideas to integrate Salesforce, Slack and Lead Scoring.
Salesforce Campaign Trigger to Send Slack Message to Change Score
Salesforce Campaign Trigger to Change Score to Send Slack Message
Salesforce Field Changed to Send Slack Message to Change Score
Salesforce Field Changed to Change Score to Send Slack Message
Salesforce Field Changed to Change Score to Send Slack Message
Salesforce Field Changed to Check Salesforce Field to Send Slack Message
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Slack Message
Salesforce Field Changed to Send Slack Message to Update Salesforce Field
Salesforce Field Changed to Send Slack Message to Create Salesforce Opportunity
Salesforce Field Changed to Assign Salesforce Lead to Send Slack Message
Salesforce Field Changed to Add Salesforce Task to Send Slack Message
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Slack Message
Salesforce Campaign Trigger to Add Salesforce Task to Send Slack Message
Salesforce Campaign Trigger to Send Slack Message to Change Score
Salesforce Campaign Trigger to Send Slack Message to Update Salesforce Field
Salesforce Campaign Trigger to Send Slack Message to Add Salesforce Task
Salesforce Field Changed to Send Slack Message to Change Score
Salesforce Field Changed to Send Slack Message to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Change Score to Send Slack Message
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Slack Message
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Slack Message
Salesforce Campaign Trigger to Update Salesforce Field to Send Slack Message
Salesforce Campaign Trigger to Send Slack Message to Create Salesforce Opportunity
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Slack Message
Showing 24 journey ideas for Salesforce, Slack and Lead Scoring
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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Slack integration and the Lead Scoring 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).
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.
Change Score
Increases or decrease a number field by a specific amount.
