Forms + Lists + Custom Fields integration

Use Autopilot to create journeys that use the Forms, Lists and Custom Fields integrations.

Marketing Automation ideas to integrate Forms, Lists and Custom Fields.

Form Submitted to Add to List to Update Field

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Form Submitted to Is on List or Segment to Update Field

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Form Submitted to Remove From List to Update Field

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Form Submitted to Check Lead Status to Update Field

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Form Submitted to Update Field to Add to List

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Form Submitted to Update Field to Remove From List

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Form Submitted to Check Field to Add to List

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Form Submitted to Check Field to Remove From List

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List Trigger to Has Submitted Form to Update Field

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Removed From List to Has Submitted Form to Update Field

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Field Match to Has Submitted Form to Add to List

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Field Match to Has Submitted Form to Remove From List

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Form Submitted to Update Field to Remove From List

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Removed From List to Has Submitted Form to Update Field

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Form Submitted to Has Submitted Form to Remove From List

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Form Submitted to Has Submitted Form to Add to List

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Removed From List to Has Submitted Form to Add to List

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List Trigger to Has Submitted Form to Add to List

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Field Match to Has Submitted Form to Add to List

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Form Submitted to Check Field to Add to List

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Removed From List to Has Submitted Form to Remove From List

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Form Submitted to Is on List or Segment to Update Field

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Form Submitted to Check Lead Status to Update Field

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List Trigger to Has Submitted Form to Update Field

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List Trigger to Has Submitted Form to Remove From List

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Form Submitted to Remove From List to Update Field

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Form Submitted to Check Field to Remove From List

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Field Match to Has Submitted Form to Remove From List

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Form Submitted to Add to List to Update Field

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Form Submitted to Update Field to Add to List

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Showing 30 journey ideas for Forms, Lists and Custom Fields

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

About the Custom Fields integration

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 the Forms integration, Lists integration and the Custom Fields integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
Update Field
Update a 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 Forms, Lists and Custom Fields.