Salesforce + Trello + Drift integration

Use Autopilot to create journeys that use the Salesforce, Trello and Drift integrations.

Marketing Automation ideas to integrate Salesforce, Trello and Drift.

New Drift Contact to Create Salesforce Opportunity to Add Trello Card

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New Drift Contact to Assign Salesforce Lead to Add Trello Card

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New Drift Contact to Set Salesforce Campaign Member Status to Add Trello Card

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New Drift Contact to Add Salesforce Task to Add Trello Card

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New Drift Contact to Check Salesforce Field to Add Trello Card

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New Drift Contact to Check Salesforce Campaign Member Status to Add Trello Card

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New Drift Contact to Assign Salesforce Lead to Group to Add Trello Card

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New Drift Contact to Update Salesforce Field to Add Trello Card

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New Drift Contact to Add Trello Card to Create Salesforce Opportunity

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New Drift Contact to Add Trello Card to Assign Salesforce Lead

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New Drift Contact to Add Trello Card to Set Salesforce Campaign Member Status

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New Drift Contact to Add Trello Card to Add Salesforce Task

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New Drift Contact to Add Trello Card to Assign Salesforce Lead to Group

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New Drift Contact to Add Trello Card to Update Salesforce Field

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Drift Goal Reached to Create Salesforce Opportunity to Add Trello Card

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Drift Goal Reached to Assign Salesforce Lead to Add Trello Card

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Drift Goal Reached to Set Salesforce Campaign Member Status to Add Trello Card

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Drift Goal Reached to Add Salesforce Task to Add Trello Card

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Drift Goal Reached to Check Salesforce Field to Add Trello Card

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Drift Goal Reached to Check Salesforce Campaign Member Status to Add Trello Card

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Drift Goal Reached to Assign Salesforce Lead to Group to Add Trello Card

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Drift Goal Reached to Update Salesforce Field to Add Trello Card

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Drift Goal Reached to Add Trello Card to Create Salesforce Opportunity

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Drift Goal Reached to Add Trello Card to Assign Salesforce Lead

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Drift Goal Reached to Add Trello Card to Set Salesforce Campaign Member Status

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Drift Goal Reached to Add Trello Card to Add Salesforce Task

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Drift Goal Reached to Add Trello Card to Assign Salesforce Lead to Group

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Drift Goal Reached to Add Trello Card to Update Salesforce Field

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Drift Goal Reached to Add Trello Card to Assign Salesforce Lead

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Drift Goal Reached to Add Salesforce Task to Add Trello Card

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Salesforce Field Changed to Add Trello Card to Assign Salesforce Lead to Group

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Add Trello Card

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Drift Goal Reached to Add Trello Card to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead

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New Drift Contact to Add Trello Card to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Add Trello Card

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New Drift Contact to Create Salesforce Opportunity to Add Trello Card

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Add Trello Card

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Salesforce Field Changed to Add Trello Card to Set Salesforce Campaign Member Status

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Drift Goal Reached to Create Salesforce Opportunity to Add Trello Card

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Salesforce Field Changed to Assign Salesforce Lead to Add Trello Card

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add Trello Card

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Salesforce Field Changed to Assign Salesforce Lead to Group to Add Trello Card

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Salesforce Field Changed to Add Trello Card to Update Salesforce Field

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Salesforce Field Changed to Create Salesforce Opportunity to Add Trello Card

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Salesforce Field Changed to Add Salesforce Task to Add Trello Card

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New Drift Contact to Add Trello Card to Create Salesforce Opportunity

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New Drift Contact to Add Trello Card to Assign Salesforce Lead

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Showing 48 journey ideas for Salesforce, Trello 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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

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, Trello 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.
Add Trello Card
Adds a Trello card to a board.

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, Trello and Drift.