Forms + Custom Fields Integration
Use Autopilot to automate and integrate Forms and Custom Fields.
Marketing Automation ideas to integrate Forms and Custom Fields
Form Submitted to Add HubSpot CRM Deal
Form Submitted to Check Field to Create Salesforce Opportunity
Form Submitted to Update Field
Form Submitted to Send Sendgrid Transactional Email
Form Submitted to Update Field
Field Match to Update HubSpot CRM Deal Stage
Form Submitted to Add Delay
New Drift Contact to Has Submitted Form to Update Field
Form Submitted to Update Field
Form Submitted to Has Submitted Facebook Lead Ad to Update Field
Form Submitted to Send SurveyMonkey Survey
Field Match to Add to Google Ads Audience
Form Submitted to Send Mixpanel Event
Time Trigger to Update Field
Form Submitted to Send Sendgrid Transactional Email to Update Field
Form Submitted to Update HubSpot CRM Deal Stage to Update Field
Field Match to Add Delay
Field Match to Send SurveyMonkey Survey
Form Submitted to Check Field to Update HubSpot CRM Deal Stage
Form Submitted to Add HubSpot CRM Deal to Update Field
Showing 20 of 143 Marketing Automation ideas using Autopilot's Forms and Custom Fields integration.
About Forms
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
About Custom Fields
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Forms integration.
Triggers
Form Submitted
Add a contact to a journey when they submit a form.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Has Submitted Form
Check if a contact has previously submitted a specific form.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Actions
Update Field
Update a field to a specific value.
