Sendgrid + Lists + Salesforce integration
Use Autopilot to create journeys that use the Sendgrid, Lists and Salesforce integrations.
Marketing Automation ideas to integrate Sendgrid, Lists and Salesforce.
List Trigger to Send Sendgrid Transactional Email to Create Salesforce Opportunity
List Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead
List Trigger to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
List Trigger to Send Sendgrid Transactional Email to Add Salesforce Task
List Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
List Trigger to Send Sendgrid Transactional Email to Update Salesforce Field
List Trigger to Create Salesforce Opportunity to Send Sendgrid Transactional Email
List Trigger to Assign Salesforce Lead to Send Sendgrid Transactional Email
List Trigger to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
List Trigger to Add Salesforce Task to Send Sendgrid Transactional Email
List Trigger to Check Salesforce Field to Send Sendgrid Transactional Email
List Trigger to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
List Trigger to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
List Trigger to Update Salesforce Field to Send Sendgrid Transactional Email
Removed From List to Send Sendgrid Transactional Email to Create Salesforce Opportunity
Removed From List to Send Sendgrid Transactional Email to Assign Salesforce Lead
Removed From List to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
Removed From List to Send Sendgrid Transactional Email to Add Salesforce Task
Removed From List to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
Removed From List to Send Sendgrid Transactional Email to Update Salesforce Field
Removed From List to Create Salesforce Opportunity to Send Sendgrid Transactional Email
Removed From List to Assign Salesforce Lead to Send Sendgrid Transactional Email
Removed From List to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Removed From List to Add Salesforce Task to Send Sendgrid Transactional Email
Removed From List to Check Salesforce Field to Send Sendgrid Transactional Email
Removed From List to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Removed From List to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Removed From List to Update Salesforce Field to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Add to List
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Remove From List
Salesforce Campaign Trigger to Add to List to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Is on List or Segment to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Remove From List to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Check Lead Status to Send Sendgrid Transactional Email
Salesforce Field Changed to Send Sendgrid Transactional Email to Add to List
Salesforce Field Changed to Send Sendgrid Transactional Email to Remove From List
Salesforce Field Changed to Add to List to Send Sendgrid Transactional Email
Salesforce Field Changed to Is on List or Segment to Send Sendgrid Transactional Email
Salesforce Field Changed to Remove From List to Send Sendgrid Transactional Email
Salesforce Field Changed to Check Lead Status to Send Sendgrid Transactional Email
List Trigger to Remove From List to Send Sendgrid Transactional Email
Salesforce Field Changed to Send Sendgrid Transactional Email to Add to List
Removed From List to Check Salesforce Field to Send Sendgrid Transactional Email
Removed From List to Check Lead Status to Send Sendgrid Transactional Email
Removed From List to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Remove From List to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Add to List to Send Sendgrid Transactional Email
Salesforce Field Changed to Check Lead Status to Send Sendgrid Transactional Email
List Trigger to Send Sendgrid Transactional Email to Remove From List
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Add to List
Salesforce Field Changed to Send Sendgrid Transactional Email to Remove From List
Salesforce Field Changed to Is on List or Segment to Send Sendgrid Transactional Email
List Trigger to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
List Trigger to Check Lead Status to Send Sendgrid Transactional Email
List Trigger to Create Salesforce Opportunity to Send Sendgrid Transactional Email
List Trigger to Send Sendgrid Transactional Email to Add Salesforce Task
List Trigger to Add Salesforce Task to Send Sendgrid Transactional Email
Removed From List to Send Sendgrid Transactional Email to Add Salesforce Task
Removed From List to Assign Salesforce Lead to Send Sendgrid Transactional Email
List Trigger to Is on List or Segment to Send Sendgrid Transactional Email
Showing 60 journey ideas for Sendgrid, Lists and Salesforce
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
About the Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Sendgrid integration, Lists integration and the Salesforce integration.
Journey Triggers
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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.
