Slack + Lists + Salesforce integration
Use Autopilot to create journeys that use the Slack, Lists and Salesforce integrations.
Marketing Automation ideas to integrate Slack, Lists and Salesforce.
List Trigger to Send Slack Message to Create Salesforce Opportunity
List Trigger to Send Slack Message to Assign Salesforce Lead
List Trigger to Send Slack Message to Set Salesforce Campaign Member Status
List Trigger to Send Slack Message to Add Salesforce Task
List Trigger to Send Slack Message to Assign Salesforce Lead to Group
List Trigger to Send Slack Message to Update Salesforce Field
List Trigger to Create Salesforce Opportunity to Send Slack Message
List Trigger to Assign Salesforce Lead to Send Slack Message
List Trigger to Set Salesforce Campaign Member Status to Send Slack Message
List Trigger to Add Salesforce Task to Send Slack Message
List Trigger to Check Salesforce Field to Send Slack Message
List Trigger to Check Salesforce Campaign Member Status to Send Slack Message
List Trigger to Assign Salesforce Lead to Group to Send Slack Message
List Trigger to Update Salesforce Field to Send Slack Message
Removed From List to Send Slack Message to Create Salesforce Opportunity
Removed From List to Send Slack Message to Assign Salesforce Lead
Removed From List to Send Slack Message to Set Salesforce Campaign Member Status
Removed From List to Send Slack Message to Add Salesforce Task
Removed From List to Send Slack Message to Assign Salesforce Lead to Group
Removed From List to Send Slack Message to Update Salesforce Field
Removed From List to Create Salesforce Opportunity to Send Slack Message
Removed From List to Assign Salesforce Lead to Send Slack Message
Removed From List to Set Salesforce Campaign Member Status to Send Slack Message
Removed From List to Add Salesforce Task to Send Slack Message
Removed From List to Check Salesforce Field to Send Slack Message
Removed From List to Check Salesforce Campaign Member Status to Send Slack Message
Removed From List to Assign Salesforce Lead to Group to Send Slack Message
Removed From List to Update Salesforce Field to Send Slack Message
Salesforce Campaign Trigger to Send Slack Message to Add to List
Salesforce Campaign Trigger to Send Slack Message to Remove From List
Salesforce Campaign Trigger to Add to List to Send Slack Message
Salesforce Campaign Trigger to Is on List or Segment to Send Slack Message
Salesforce Campaign Trigger to Remove From List to Send Slack Message
Salesforce Campaign Trigger to Check Lead Status to Send Slack Message
Salesforce Field Changed to Send Slack Message to Add to List
Salesforce Field Changed to Send Slack Message to Remove From List
Salesforce Field Changed to Add to List to Send Slack Message
Salesforce Field Changed to Is on List or Segment to Send Slack Message
Salesforce Field Changed to Remove From List to Send Slack Message
Salesforce Field Changed to Check Lead Status to Send Slack Message
Removed From List to Check Salesforce Campaign Member Status to Send Slack Message
List Trigger to Create Salesforce Opportunity to Send Slack Message
Removed From List to Send Slack Message to Update Salesforce Field
Salesforce Campaign Trigger to Add to List to Send Slack Message
Salesforce Field Changed to Check Lead Status to Send Slack Message
Removed From List to Send Slack Message to Add Salesforce Task
Salesforce Campaign Trigger to Check Lead Status to Send Slack Message
List Trigger to Check Salesforce Campaign Member Status to Send Slack Message
Removed From List to Send Slack Message to Add to List
List Trigger to Send Slack Message to Set Salesforce Campaign Member Status
Removed From List to Send Slack Message to Create Salesforce Opportunity
List Trigger to Send Slack Message to Add Salesforce Task
Removed From List to Send Slack Message to Remove From List
Removed From List to Add Salesforce Task to Send Slack Message
List Trigger to Check Lead Status to Send Slack Message
Removed From List to Send Slack Message to Set Salesforce Campaign Member Status
Removed From List to Send Slack Message to Assign Salesforce Lead
List Trigger to Remove From List to Send Slack Message
Removed From List to Create Salesforce Opportunity to Send Slack Message
Removed From List to Add to List to Send Slack Message
Showing 60 journey ideas for Slack, Lists 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 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 Slack 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 Slack Message
Send a contextual Slack message to a Slack channel.
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.
