Salesforce + Typeform Integration
Use Autopilot to automate and integrate Salesforce and Typeform.
Marketing Automation ideas to integrate Salesforce and Typeform
Field Match to Assign Salesforce Lead to Group
Add Intercom Tag to Has Submitted Typeform to Update Salesforce Field
Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Create Salesforce Opportunity
Typeform Submitted to Add Trello Card
Typeform Submitted to Assign Salesforce Lead to Group to Update HubSpot Contact Field
Typeform Submitted to Check Salesforce Field to Send Amplitude Event
SurveyMonkey Survey Response to Create Salesforce Opportunity
Salesforce Field Changed to AB Split
Form Submitted to Set Salesforce Campaign Member Status
Typeform Submitted to Assign Salesforce Lead to Group
Typeform Submitted to Check Salesforce Field to Remove from Google Ads Audience
Typeform Submitted to Set Salesforce Campaign Member Status
New Drift Contact to Has Submitted Typeform to Create Salesforce Opportunity
New Drift Contact to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Assign Salesforce Lead to Send Email
Typeform Submitted to Add Trello Card to Assign Salesforce Lead
Instapage Form Submitted to Add Salesforce Task
Salesforce Campaign Trigger to Send Amplitude Event
Typeform Submitted to Set Salesforce Campaign Member Status
Showing 20 of 693 Marketing Automation ideas using Autopilot's Salesforce and Typeform integration.
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 Typeform
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Salesforce integration.
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).
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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 Typeform
Check if a contact has previously submitted a specific Typeform.
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.
