Salesforce + Trello + Sendgrid integration
Use Autopilot to create journeys that use the Salesforce, Trello and Sendgrid integrations.
Marketing Automation ideas to integrate Salesforce, Trello and Sendgrid.
Salesforce Campaign Trigger to Add Trello Card to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Add Trello Card
Salesforce Field Changed to Add Trello Card to Send Sendgrid Transactional Email
Salesforce Field Changed to Send Sendgrid Transactional Email to Add Trello Card
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Add Trello Card
Salesforce Field Changed to Update Salesforce Field to Add Trello Card
Salesforce Field Changed to Add Trello Card to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Add Trello Card to Update Salesforce Field
Salesforce Campaign Trigger to Add Trello Card to Create Salesforce Opportunity
Salesforce Field Changed to Add Trello Card to Assign Salesforce Lead
Salesforce Field Changed to Send Sendgrid Transactional Email to Add Trello Card
Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead
Salesforce Field Changed to Add Trello Card to Add Salesforce Task
Salesforce Field Changed to Add Salesforce Task to Add Trello Card
Salesforce Campaign Trigger to Update Salesforce Field to Add Trello Card
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add Trello Card
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Add Trello Card
Salesforce Campaign Trigger to Assign Salesforce Lead to Add Trello Card
Salesforce Field Changed to Set Salesforce Campaign Member Status to Add Trello Card
Salesforce Field Changed to Add Trello Card to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead to Group
Salesforce Field Changed to Assign Salesforce Lead to Group to Add Trello Card
Salesforce Field Changed to Add Trello Card to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Add Trello Card to Send Sendgrid Transactional Email
Showing 24 journey ideas for Salesforce, Trello 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 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 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, Trello 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).
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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
