Wufoo + Sendgrid + Salesforce integration
Use Autopilot to create journeys that use the Wufoo, Sendgrid and Salesforce integrations.
Marketing Automation ideas to integrate Wufoo, Sendgrid and Salesforce.
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Create Salesforce Opportunity
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Add Salesforce Task
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Update Salesforce Field
New Wufoo Form Submitted to Create Salesforce Opportunity to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Assign Salesforce Lead to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Add Salesforce Task to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Check Salesforce Field to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Update Salesforce Field to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Send Sendgrid Transactional Email
Salesforce Field Changed to Has Submitted Wufoo Form to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Check Salesforce Field to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Update Salesforce Field
New Wufoo Form Submitted to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Add Salesforce Task to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Create Salesforce Opportunity to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Assign Salesforce Lead to Send Sendgrid Transactional Email
Salesforce Field Changed to Has Submitted Wufoo Form to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Update Salesforce Field to Send Sendgrid Transactional Email
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Add Salesforce Task
New Wufoo Form Submitted to Send Sendgrid Transactional Email to Create Salesforce Opportunity
New Wufoo Form Submitted to Has Submitted Wufoo Form to Send Sendgrid Transactional Email
Showing 33 journey ideas for Wufoo, Sendgrid and Salesforce
About the Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
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
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Wufoo integration, Sendgrid integration and the Salesforce integration.
Journey Triggers
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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 Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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.
