Facebook + Salesforce + Sendgrid integration
Use Autopilot to create journeys that use the Facebook, Salesforce and Sendgrid integrations.
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Marketing Automation ideas to integrate Facebook, Salesforce and Sendgrid.
Salesforce Field Changed to Add to Facebook Custom Audience to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to Add to Facebook Custom Audience
Salesforce Field Changed to Check Salesforce Field to Remove From Facebook Custom Audience
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Add Salesforce Task
Salesforce Campaign Trigger to Add Salesforce Task to Add to Facebook Custom Audience
Salesforce Field Changed to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Create Salesforce Opportunity
Salesforce Field Changed to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Salesforce Field Changed to Create Salesforce Opportunity to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Add Salesforce Task
Facebook Lead Ad Submitted to Create Salesforce Opportunity to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Update Salesforce Field to Add to Facebook Custom Audience
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Remove From Facebook Custom Audience
Salesforce Field Changed to Remove From Facebook Custom Audience to Create Salesforce Opportunity
Salesforce Campaign Trigger to Assign Salesforce Lead to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Facebook Lead Ad Submitted to Update Salesforce Field to Send Sendgrid Transactional Email
Showing 20 journey ideas for Facebook, Salesforce and Sendgrid
About the Facebook integration
Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.
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 and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Salesforce integration and the Sendgrid integration.
Journey Triggers
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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 Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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.
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 Facebook, Salesforce and Sendgrid.
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