Typeform + Salesforce + Lists integration
Use Autopilot to create journeys that use the Typeform, Salesforce and Lists integrations.
Marketing Automation ideas to integrate Typeform, Salesforce and Lists.
Typeform Submitted to Create Salesforce Opportunity to Add to List
Typeform Submitted to Create Salesforce Opportunity to Remove From List
Typeform Submitted to Assign Salesforce Lead to Add to List
Typeform Submitted to Assign Salesforce Lead to Remove From List
Typeform Submitted to Set Salesforce Campaign Member Status to Add to List
Typeform Submitted to Set Salesforce Campaign Member Status to Remove From List
Typeform Submitted to Add Salesforce Task to Add to List
Typeform Submitted to Add Salesforce Task to Remove From List
Typeform Submitted to Check Salesforce Field to Add to List
Typeform Submitted to Check Salesforce Field to Remove From List
Typeform Submitted to Check Salesforce Campaign Member Status to Add to List
Typeform Submitted to Check Salesforce Campaign Member Status to Remove From List
Typeform Submitted to Assign Salesforce Lead to Group to Add to List
Typeform Submitted to Assign Salesforce Lead to Group to Remove From List
Typeform Submitted to Update Salesforce Field to Add to List
Typeform Submitted to Update Salesforce Field to Remove From List
Typeform Submitted to Add to List to Create Salesforce Opportunity
Typeform Submitted to Add to List to Assign Salesforce Lead
Typeform Submitted to Add to List to Set Salesforce Campaign Member Status
Typeform Submitted to Add to List to Add Salesforce Task
Typeform Submitted to Add to List to Assign Salesforce Lead to Group
Typeform Submitted to Add to List to Update Salesforce Field
Typeform Submitted to Is on List or Segment to Create Salesforce Opportunity
Typeform Submitted to Is on List or Segment to Assign Salesforce Lead
Typeform Submitted to Is on List or Segment to Set Salesforce Campaign Member Status
Typeform Submitted to Is on List or Segment to Add Salesforce Task
Typeform Submitted to Is on List or Segment to Assign Salesforce Lead to Group
Typeform Submitted to Is on List or Segment to Update Salesforce Field
Typeform Submitted to Remove From List to Create Salesforce Opportunity
Typeform Submitted to Remove From List to Assign Salesforce Lead
Typeform Submitted to Remove From List to Set Salesforce Campaign Member Status
Typeform Submitted to Remove From List to Add Salesforce Task
Typeform Submitted to Remove From List to Assign Salesforce Lead to Group
Typeform Submitted to Remove From List to Update Salesforce Field
Typeform Submitted to Check Lead Status to Create Salesforce Opportunity
Typeform Submitted to Check Lead Status to Assign Salesforce Lead
Typeform Submitted to Check Lead Status to Set Salesforce Campaign Member Status
Typeform Submitted to Check Lead Status to Add Salesforce Task
Typeform Submitted to Check Lead Status to Assign Salesforce Lead to Group
Typeform Submitted to Check Lead Status to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Add to List
Salesforce Campaign Trigger to Has Submitted Typeform to Remove From List
Salesforce Field Changed to Has Submitted Typeform to Add to List
Salesforce Field Changed to Has Submitted Typeform to Remove From List
List Trigger to Has Submitted Typeform to Create Salesforce Opportunity
List Trigger to Has Submitted Typeform to Assign Salesforce Lead
List Trigger to Has Submitted Typeform to Set Salesforce Campaign Member Status
List Trigger to Has Submitted Typeform to Add Salesforce Task
List Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
List Trigger to Has Submitted Typeform to Update Salesforce Field
Removed From List to Has Submitted Typeform to Create Salesforce Opportunity
Removed From List to Has Submitted Typeform to Assign Salesforce Lead
Removed From List to Has Submitted Typeform to Set Salesforce Campaign Member Status
Removed From List to Has Submitted Typeform to Add Salesforce Task
Removed From List to Has Submitted Typeform to Assign Salesforce Lead to Group
Removed From List to Has Submitted Typeform to Update Salesforce Field
List Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Set Salesforce Campaign Member Status to Add to List
Salesforce Campaign Trigger to Has Submitted Typeform to Add to List
Typeform Submitted to Check Salesforce Field to Add to List
Typeform Submitted to Check Lead Status to Create Salesforce Opportunity
Typeform Submitted to Remove From List to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Check Lead Status to Add Salesforce Task
Typeform Submitted to Remove From List to Create Salesforce Opportunity
Removed From List to Has Submitted Typeform to Add Salesforce Task
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Typeform to Add to List
Typeform Submitted to Update Salesforce Field to Remove From List
Typeform Submitted to Add to List to Update Salesforce Field
Typeform Submitted to Check Lead Status to Assign Salesforce Lead
Typeform Submitted to Check Lead Status to Update Salesforce Field
Typeform Submitted to Add Salesforce Task to Remove From List
Typeform Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Typeform to Remove From List
Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task
Showing 76 journey ideas for Typeform, Salesforce and Lists
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Salesforce integration and the Lists 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).
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.
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.
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.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
