Salesforce + Wufoo + Page Visit Tracking integration
Use Autopilot to create journeys that use the Salesforce, Wufoo and Page Visit Tracking integrations.
Marketing Automation ideas to integrate Salesforce, Wufoo and Page Visit Tracking.
New Wufoo Form Submitted to Has Visited Page to Create Salesforce Opportunity
New Wufoo Form Submitted to Has Visited Page to Assign Salesforce Lead
New Wufoo Form Submitted to Has Visited Page to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Has Visited Page to Add Salesforce Task
New Wufoo Form Submitted to Has Visited Page to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Has Visited Page to Update Salesforce Field
Page Visited to Has Submitted Wufoo Form to Create Salesforce Opportunity
Page Visited to Has Submitted Wufoo Form to Assign Salesforce Lead
Page Visited to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Page Visited to Has Submitted Wufoo Form to Add Salesforce Task
Page Visited to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Page Visited to Has Submitted Wufoo Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Add Salesforce Task
New Wufoo Form Submitted to Has Visited Page to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Has Visited Page to Add Salesforce Task
New Wufoo Form Submitted to Has Submitted Wufoo Form to Add Salesforce Task
New Wufoo Form Submitted to Has Visited Page to Create Salesforce Opportunity
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Create Salesforce Opportunity
New Wufoo Form Submitted to Has Submitted Wufoo Form to Assign Salesforce Lead
Page Visited to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Page Visited to Has Submitted Wufoo Form to Add Salesforce Task
New Wufoo Form Submitted to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Salesforce Field Changed to Has Submitted Wufoo Form to Create Salesforce Opportunity
Page Visited to Has Submitted Wufoo Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Page Visited to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Has Visited Page to Assign Salesforce Lead
New Wufoo Form Submitted to Has Visited Page to Update Salesforce Field
Salesforce Field Changed to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Has Submitted Wufoo Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Update Salesforce Field
New Wufoo Form Submitted to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Showing 32 journey ideas for Salesforce, Wufoo and Page Visit Tracking
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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
About the Page Visit Tracking integration
Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Wufoo integration and the Page Visit Tracking 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 Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other 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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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.
