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).
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.
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.
Playbooks
Request reviews from Stripe customers
If customers are engaged, 30 days after they become a customer, ask them to review your product on a review site like G2Crowd to build a positive reputation.
Thank new customers
When someone becomes a paying subscriber, thank them and remind them of the value of their plan.
Onboard new trials
When Stripe customers start a trial, help onboard them to the product so they're more likely to buy.
Convert trials to subscriptions
When Stripe customers start a trial, offer them help getting setup to convert them into a paying subscriber. Trial notifications help create a sense of urgency and get you useful feedback when they don't buy.
Post trial nurture
If customers don't subscribe during their trial - don't give up! The customer may not be ready yet! Send the customer useful email marketing content and build a relationship so you stay top of mind.