Salesforce and Stripe email marketing software
Grow your business with Salesforce and Stripe email marketing software.
About Salesforce
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 Stripe
Stripe is the best way to accept payments online. Stripe aims to expand internet commerce by making it easy to process transactions and manage an online business. Autopilot's Stripe integration syncs all of your customer and invoice data and provides you deep insight into your data through built-in dashboards. Autopilot also allows you to use its email marketing tools to grow your business and make more money. Either use single-send email marketing campaign to key audiences, or use playbooks to nurture and grow your audience and make more money.
Switch ON marketing software for Salesforce and Stripe
Email marketing playbooks for Salesforce and Stripe.
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.
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.
Playbooks
Request reviews from Stripe customers
If customers are engaged, 30 days after they become a customer, ask them to review your product on a review site like G2Crowd to build a positive reputation.
Thank new customers
When someone becomes a paying subscriber, thank them and remind them of the value of their plan.
Onboard new trials
When Stripe customers start a trial, help onboard them to the product so they're more likely to buy.
Convert trials to subscriptions
When Stripe customers start a trial, offer them help getting setup to convert them into a paying subscriber. Trial notifications help create a sense of urgency and get you useful feedback when they don't buy.
Post trial nurture
If customers don't subscribe during their trial - don't give up! The customer may not be ready yet! Send the customer useful email marketing content and build a relationship so you stay top of mind.
