Salesforce + Timers + Sendgrid integration

Use Autopilot to create journeys that use the Salesforce, Timers and Sendgrid integrations.

Marketing Automation ideas to integrate Salesforce, Timers and Sendgrid.

Salesforce Campaign Trigger to Add Delay to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Add Delay

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Salesforce Field Changed to Add Delay to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email to Add Delay

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Time Trigger to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Time Trigger to Assign Salesforce Lead to Send Sendgrid Transactional Email

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Time Trigger to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Time Trigger to Add Salesforce Task to Send Sendgrid Transactional Email

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Time Trigger to Check Salesforce Field to Send Sendgrid Transactional Email

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Time Trigger to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Time Trigger to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

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Time Trigger to Update Salesforce Field to Send Sendgrid Transactional Email

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Time Trigger to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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Time Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Time Trigger to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Time Trigger to Send Sendgrid Transactional Email to Add Salesforce Task

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Time Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Time Trigger to Send Sendgrid Transactional Email to Update Salesforce Field

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Salesforce Field Changed to Add Delay to Assign Salesforce Lead to Group

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Time Trigger to Check Salesforce Field to Send Sendgrid Transactional Email

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Time Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Salesforce Field Changed to Assign Salesforce Lead to Add Delay

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Salesforce Field Changed to Add Delay to Assign Salesforce Lead

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Salesforce Campaign Trigger to Add Delay to Assign Salesforce Lead

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Salesforce Campaign Trigger to Assign Salesforce Lead to Add Delay

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Add Delay

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Salesforce Campaign Trigger to Add Delay to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add Delay

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Time Trigger to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Salesforce Field Changed to Check Salesforce Field to Add Delay

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Time Trigger to Check Salesforce Campaign Member Status to Add Delay

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Time Trigger to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Salesforce Field Changed to Update Salesforce Field to Add Delay

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Salesforce Field Changed to Create Salesforce Opportunity to Add Delay

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Time Trigger to Send Sendgrid Transactional Email to Update Salesforce Field

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Time Trigger to Add Delay to Update Salesforce Field

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Time Trigger to Add Salesforce Task to Send Sendgrid Transactional Email

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Time Trigger to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Showing 38 journey ideas for Salesforce, Timers and Sendgrid

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 Timers integration

Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.

About the Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Timers integration and the Sendgrid 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).
Time Trigger
Add contacts on a list to a journey at a particular date and time.

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.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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, Timers and Sendgrid.