Typeform + Salesforce + Drift integration
Use Autopilot to create journeys that use the Typeform, Salesforce and Drift integrations.
Marketing Automation ideas to integrate Typeform, Salesforce and Drift.
New Drift Contact to Has Submitted Typeform to Create Salesforce Opportunity
New Drift Contact to Has Submitted Typeform to Assign Salesforce Lead
New Drift Contact to Has Submitted Typeform to Set Salesforce Campaign Member Status
New Drift Contact to Has Submitted Typeform to Add Salesforce Task
New Drift Contact to Has Submitted Typeform to Assign Salesforce Lead to Group
New Drift Contact to Has Submitted Typeform to Update Salesforce Field
Drift Goal Reached to Has Submitted Typeform to Create Salesforce Opportunity
Drift Goal Reached to Has Submitted Typeform to Assign Salesforce Lead
Drift Goal Reached to Has Submitted Typeform to Set Salesforce Campaign Member Status
Drift Goal Reached to Has Submitted Typeform to Add Salesforce Task
Drift Goal Reached to Has Submitted Typeform to Assign Salesforce Lead to Group
Drift Goal Reached to Has Submitted Typeform to Update Salesforce Field
New Drift Contact to Has Submitted Typeform to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Drift Goal Reached to Has Submitted Typeform to Assign Salesforce Lead to Group
New Drift Contact to Has Submitted Typeform to Add Salesforce Task
New Drift Contact to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Drift Goal Reached to Has Submitted Typeform to Update Salesforce Field
New Drift Contact to Has Submitted Typeform to Update Salesforce Field
Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status
Drift Goal Reached to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Has Submitted Typeform to Add Salesforce Task
Showing 32 journey ideas for Typeform, Salesforce and Drift
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Salesforce integration and the Drift 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).
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.
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.
