Typeform + Salesforce + Trello integration
Use Autopilot to create journeys that use the Typeform, Salesforce and Trello integrations.
Marketing Automation ideas to integrate Typeform, Salesforce and Trello.
Typeform Submitted to Create Salesforce Opportunity to Add Trello Card
Typeform Submitted to Assign Salesforce Lead to Add Trello Card
Typeform Submitted to Set Salesforce Campaign Member Status to Add Trello Card
Typeform Submitted to Add Salesforce Task to Add Trello Card
Typeform Submitted to Check Salesforce Field to Add Trello Card
Typeform Submitted to Check Salesforce Campaign Member Status to Add Trello Card
Typeform Submitted to Assign Salesforce Lead to Group to Add Trello Card
Typeform Submitted to Update Salesforce Field to Add Trello Card
Typeform Submitted to Add Trello Card to Create Salesforce Opportunity
Typeform Submitted to Add Trello Card to Assign Salesforce Lead
Typeform Submitted to Add Trello Card to Set Salesforce Campaign Member Status
Typeform Submitted to Add Trello Card to Add Salesforce Task
Typeform Submitted to Add Trello Card to Assign Salesforce Lead to Group
Typeform Submitted to Add Trello Card to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Add Trello Card
Salesforce Field Changed to Has Submitted Typeform to Add Trello Card
Typeform Submitted to Add Trello Card to Assign Salesforce Lead
Typeform Submitted to Set Salesforce Campaign Member Status to Add Trello Card
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Create Salesforce Opportunity to Add Trello Card
Typeform Submitted to Update Salesforce Field to Add Trello Card
Typeform Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Add Trello Card to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task
Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Typeform to Add Trello Card
Typeform Submitted to Add Trello Card to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Add Trello Card to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Check Salesforce Campaign Member Status to Add Trello Card
Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Showing 36 journey ideas for Typeform, Salesforce and Trello
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Salesforce integration and the Trello 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.
Add Trello Card
Adds a Trello card to a board.
