Slack + Drift + Salesforce integration

Use Autopilot to create journeys that use the Slack, Drift and Salesforce integrations.

Marketing Automation ideas to integrate Slack, Drift and Salesforce.

New Drift Contact to Send Slack Message to Create Salesforce Opportunity

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New Drift Contact to Send Slack Message to Assign Salesforce Lead

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New Drift Contact to Send Slack Message to Set Salesforce Campaign Member Status

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New Drift Contact to Send Slack Message to Add Salesforce Task

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New Drift Contact to Send Slack Message to Assign Salesforce Lead to Group

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New Drift Contact to Send Slack Message to Update Salesforce Field

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New Drift Contact to Create Salesforce Opportunity to Send Slack Message

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New Drift Contact to Assign Salesforce Lead to Send Slack Message

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New Drift Contact to Set Salesforce Campaign Member Status to Send Slack Message

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New Drift Contact to Add Salesforce Task to Send Slack Message

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New Drift Contact to Check Salesforce Field to Send Slack Message

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New Drift Contact to Check Salesforce Campaign Member Status to Send Slack Message

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New Drift Contact to Assign Salesforce Lead to Group to Send Slack Message

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New Drift Contact to Update Salesforce Field to Send Slack Message

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Drift Goal Reached to Send Slack Message to Create Salesforce Opportunity

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Drift Goal Reached to Send Slack Message to Assign Salesforce Lead

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Drift Goal Reached to Send Slack Message to Set Salesforce Campaign Member Status

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Drift Goal Reached to Send Slack Message to Add Salesforce Task

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Drift Goal Reached to Send Slack Message to Assign Salesforce Lead to Group

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Drift Goal Reached to Send Slack Message to Update Salesforce Field

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Drift Goal Reached to Create Salesforce Opportunity to Send Slack Message

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Drift Goal Reached to Assign Salesforce Lead to Send Slack Message

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Drift Goal Reached to Set Salesforce Campaign Member Status to Send Slack Message

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Drift Goal Reached to Add Salesforce Task to Send Slack Message

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Drift Goal Reached to Check Salesforce Field to Send Slack Message

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Drift Goal Reached to Check Salesforce Campaign Member Status to Send Slack Message

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Drift Goal Reached to Assign Salesforce Lead to Group to Send Slack Message

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Drift Goal Reached to Update Salesforce Field to Send Slack Message

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New Drift Contact to Send Slack Message to Assign Salesforce Lead

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Drift Goal Reached to Assign Salesforce Lead to Send Slack Message

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New Drift Contact to Create Salesforce Opportunity to Send Slack Message

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New Drift Contact to Add Salesforce Task to Send Slack Message

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New Drift Contact to Send Slack Message to Add Salesforce Task

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New Drift Contact to Assign Salesforce Lead to Group to Send Slack Message

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Drift Goal Reached to Add Salesforce Task to Send Slack Message

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Drift Goal Reached to Send Slack Message to Assign Salesforce Lead to Group

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New Drift Contact to Check Salesforce Campaign Member Status to Send Slack Message

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Drift Goal Reached to Check Salesforce Campaign Member Status to Send Slack Message

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New Drift Contact to Update Salesforce Field to Send Slack Message

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Drift Goal Reached to Send Slack Message to Create Salesforce Opportunity

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New Drift Contact to Send Slack Message to Set Salesforce Campaign Member Status

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Drift Goal Reached to Send Slack Message to Set Salesforce Campaign Member Status

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New Drift Contact to Assign Salesforce Lead to Send Slack Message

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Drift Goal Reached to Update Salesforce Field to Send Slack Message

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Drift Goal Reached to Set Salesforce Campaign Member Status to Send Slack Message

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New Drift Contact to Send Slack Message to Assign Salesforce Lead to Group

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Drift Goal Reached to Send Slack Message to Update Salesforce Field

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Drift Goal Reached to Check Salesforce Field to Send Slack Message

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Showing 48 journey ideas for Slack, Drift and Salesforce

About the Slack integration

Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.

About the Drift integration

Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.

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 Slack integration, Drift integration and the Salesforce integration.

Journey Triggers

New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.
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

Send Slack Message
Send a contextual Slack message to a Slack channel.
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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Slack, Drift and Salesforce.