Typeform + Salesforce + Autopilot API integration
Use Autopilot to create journeys that use the Typeform, Salesforce and Autopilot API integrations.
Marketing Automation ideas to integrate Typeform, Salesforce and Autopilot API.
API Trigger to Has Submitted Typeform to Create Salesforce Opportunity
API Trigger to Has Submitted Typeform to Assign Salesforce Lead
API Trigger to Has Submitted Typeform to Set Salesforce Campaign Member Status
API Trigger to Has Submitted Typeform to Add Salesforce Task
API Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
API Trigger to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Typeform to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
API Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Typeform to Update Salesforce Field
API Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status
API Trigger to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
API Trigger to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Create Salesforce Opportunity
Showing 26 journey ideas for Typeform, Salesforce and Autopilot API
About the Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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.
About the Autopilot API integration
The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Salesforce integration and the Autopilot API integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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).
API Trigger
Add a contact to a journey using a custom API call.
Conditions
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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
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.
