Salesforce + Typeform + Shopify integration
Use Autopilot to create journeys that use the Salesforce, Typeform and Shopify integrations.
Marketing Automation ideas to integrate Salesforce, Typeform and Shopify.
Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Typeform to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Update Salesforce Field
Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Has Submitted Typeform to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status
Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Showing 18 journey ideas for Salesforce, Typeform and Shopify
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 Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
About the Shopify integration
Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Typeform integration and the Shopify 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).
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.
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.
