Ejection + Forms + Salesforce integration

Use Autopilot to create journeys that use the Ejection, Forms and Salesforce integrations.

Marketing Automation ideas to integrate Ejection, Forms and Salesforce.

Form Submitted to Eject from Journey to Create Salesforce Opportunity

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Form Submitted to Eject from Journey to Assign Salesforce Lead

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Form Submitted to Eject from Journey to Set Salesforce Campaign Member Status

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Form Submitted to Eject from Journey to Add Salesforce Task

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Form Submitted to Eject from Journey to Assign Salesforce Lead to Group

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Form Submitted to Eject from Journey to Update Salesforce Field

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Form Submitted to Create Salesforce Opportunity to Eject from Journey

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Form Submitted to Assign Salesforce Lead to Eject from Journey

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Form Submitted to Set Salesforce Campaign Member Status to Eject from Journey

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Form Submitted to Add Salesforce Task to Eject from Journey

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Form Submitted to Check Salesforce Field to Eject from Journey

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Form Submitted to Check Salesforce Campaign Member Status to Eject from Journey

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Form Submitted to Assign Salesforce Lead to Group to Eject from Journey

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Form Submitted to Update Salesforce Field to Eject from Journey

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Salesforce Campaign Trigger to Has Submitted Form to Eject from Journey

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Salesforce Field Changed to Has Submitted Form to Eject from Journey

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Form Submitted to Check Salesforce Campaign Member Status to Eject from Journey

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Form Submitted to Create Salesforce Opportunity to Eject from Journey

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Form Submitted to Eject from Journey to Update Salesforce Field

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Form Submitted to Eject from Journey to Create Salesforce Opportunity

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Form Submitted to Assign Salesforce Lead to Eject from Journey

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Form Submitted to Assign Salesforce Lead to Group to Eject from Journey

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Form Submitted to Update Salesforce Field to Eject from Journey

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Form Submitted to Eject from Journey to Add Salesforce Task

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Form Submitted to Has Submitted Form to Eject from Journey

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Form Submitted to Check Salesforce Field to Eject from Journey

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Salesforce Campaign Trigger to Has Submitted Form to Eject from Journey

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Form Submitted to Add Salesforce Task to Eject from Journey

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Form Submitted to Eject from Journey to Assign Salesforce Lead

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Form Submitted to Eject from Journey to Assign Salesforce Lead to Group

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Form Submitted to Eject from Journey to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Has Submitted Form to Eject from Journey

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Form Submitted to Set Salesforce Campaign Member Status to Eject from Journey

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Showing 33 journey ideas for Ejection, Forms and Salesforce

About the Ejection integration

Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.

About the Forms integration

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 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 Ejection integration, Forms integration and the Salesforce integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a 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 Form
Check if a contact has previously submitted a specific 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

Eject from Journey
Remove a contact from a journey.
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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Ejection, Forms and Salesforce.