Salesforce + Smart Segments + Wufoo integration

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

Marketing Automation ideas to integrate Salesforce, Smart Segments and Wufoo.

Smart Segment Trigger to Has Submitted Wufoo Form to Create Salesforce Opportunity

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Smart Segment Trigger to Has Submitted Wufoo Form to Assign Salesforce Lead

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Smart Segment Trigger to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Has Submitted Wufoo Form to Add Salesforce Task

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Smart Segment Trigger to Has Submitted Wufoo Form to Assign Salesforce Lead to Group

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Smart Segment Trigger to Has Submitted Wufoo Form to Update Salesforce Field

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Smart Segment Trigger to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Has Submitted Wufoo Form to Assign Salesforce Lead to Group

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Smart Segment Trigger to Has Submitted Wufoo Form to Create Salesforce Opportunity

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Smart Segment Trigger to Has Submitted Wufoo Form to Update Salesforce Field

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Smart Segment Trigger to Has Submitted Wufoo Form to Assign Salesforce Lead

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Smart Segment Trigger to Has Submitted Wufoo Form to Add Salesforce Task

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Showing 12 journey ideas for Salesforce, Smart Segments 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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

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, Smart Segments 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.
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.

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, Smart Segments and Wufoo.