Typeform + Salesforce + Sendgrid integration
Use Autopilot to create journeys that use the Typeform, Salesforce and Sendgrid integrations.
Marketing Automation ideas to integrate Typeform, Salesforce and Sendgrid.
Typeform Submitted to Create Salesforce Opportunity to Send Sendgrid Transactional Email
Typeform Submitted to Assign Salesforce Lead to Send Sendgrid Transactional Email
Typeform Submitted to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Typeform Submitted to Add Salesforce Task to Send Sendgrid Transactional Email
Typeform Submitted to Check Salesforce Field to Send Sendgrid Transactional Email
Typeform Submitted to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Typeform Submitted to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Typeform Submitted to Update Salesforce Field to Send Sendgrid Transactional Email
Typeform Submitted to Send Sendgrid Transactional Email to Create Salesforce Opportunity
Typeform Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead
Typeform Submitted to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
Typeform Submitted to Send Sendgrid Transactional Email to Add Salesforce Task
Typeform Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
Typeform Submitted to Send Sendgrid Transactional Email to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Send Sendgrid Transactional Email
Salesforce Field Changed to Has Submitted Typeform to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Assign Salesforce Lead to Send Sendgrid Transactional Email
Typeform Submitted to Check Salesforce Field to Send Sendgrid Transactional Email
Typeform Submitted to Add Salesforce Task to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead
Salesforce Field Changed 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 Assign Salesforce Lead to Group
Typeform Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Typeform to Update Salesforce Field
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 Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Typeform to Send Sendgrid Transactional Email
Typeform Submitted to Send Sendgrid Transactional Email to Add Salesforce Task
Typeform Submitted to Send Sendgrid Transactional Email to Update Salesforce Field
Showing 36 journey ideas for Typeform, Salesforce and Sendgrid
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 Sendgrid integration
SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Salesforce integration and the Sendgrid 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).
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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
