Trello + Instapage + Salesforce integration

Use Autopilot to create journeys that use the Trello, Instapage and Salesforce integrations.

Marketing Automation ideas to integrate Trello, Instapage and Salesforce.

Instapage Form Submitted to Add Trello Card to Create Salesforce Opportunity

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Instapage Form Submitted to Add Trello Card to Assign Salesforce Lead

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Instapage Form Submitted to Add Trello Card to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Add Trello Card to Add Salesforce Task

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Instapage Form Submitted to Add Trello Card to Assign Salesforce Lead to Group

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Instapage Form Submitted to Add Trello Card to Update Salesforce Field

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Instapage Form Submitted to Create Salesforce Opportunity to Add Trello Card

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Instapage Form Submitted to Assign Salesforce Lead to Add Trello Card

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Instapage Form Submitted to Set Salesforce Campaign Member Status to Add Trello Card

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Instapage Form Submitted to Add Salesforce Task to Add Trello Card

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Instapage Form Submitted to Check Salesforce Field to Add Trello Card

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Instapage Form Submitted to Check Salesforce Campaign Member Status to Add Trello Card

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Instapage Form Submitted to Assign Salesforce Lead to Group to Add Trello Card

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Instapage Form Submitted to Update Salesforce Field to Add Trello Card

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Instapage Form Submitted to Create Salesforce Opportunity to Add Trello Card

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Instapage Form Submitted to Check Salesforce Field to Add Trello Card

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Instapage Form Submitted to Add Salesforce Task to Add Trello Card

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Instapage Form Submitted to Add Trello Card to Create Salesforce Opportunity

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Instapage Form Submitted to Add Trello Card to Update Salesforce Field

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Instapage Form Submitted to Add Trello Card to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Set Salesforce Campaign Member Status to Add Trello Card

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Instapage Form Submitted to Assign Salesforce Lead to Group to Add Trello Card

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Instapage Form Submitted to Add Trello Card to Assign Salesforce Lead

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Instapage Form Submitted to Assign Salesforce Lead to Add Trello Card

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Instapage Form Submitted to Add Trello Card to Add Salesforce Task

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Instapage Form Submitted to Update Salesforce Field to Add Trello Card

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Instapage Form Submitted to Add Trello Card to Assign Salesforce Lead to Group

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Instapage Form Submitted to Check Salesforce Campaign Member Status to Add Trello Card

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Showing 28 journey ideas for Trello, Instapage and Salesforce

About the Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

About the Instapage integration

Instapage helps advertisers increase conversions by enabling the creation, personalization, and optimization of landing pages at scale.

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 Trello integration, Instapage integration and the Salesforce integration.

Journey Triggers

Instapage Form Submitted
Using form capture, captures a form submission and relevant details from an Instapage form
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

Add Trello Card
Adds a Trello card to a board.
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 Trello, Instapage and Salesforce.