Forms + Salesforce Integration

Use Autopilot to automate and integrate Forms and Salesforce.

Marketing Automation ideas to integrate Forms and Salesforce

Salesforce Field Changed to Add to Facebook Custom Audience

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Form Submitted to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead

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Form Submitted to Add Trello Card to Assign Salesforce Lead

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Subscribed to Mailchimp audience to Assign Salesforce Lead

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Subscribed to Mailchimp audience to Update Salesforce Field

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Form Submitted to Check Pipedrive Deal Stage to Add Salesforce Task

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Form Submitted to Add Trello Card

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Typeform Submitted to Has Submitted Form to Assign Salesforce Lead to Group

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Form Submitted to Update HubSpot CRM Deal Stage

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Form Submitted to Check Salesforce Campaign Member Status to Update Pipedrive Deal Field

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Form Submitted to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Has Submitted Form to Send Delighted NPS Survey

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Form Submitted to Assign Salesforce Lead to Group

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Form Submitted to Send Delighted NPS Survey to Update Salesforce Field

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Subscribed to Mailchimp audience to Has Submitted Form to Update Salesforce Field

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Time Trigger to Assign Salesforce Lead

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Form Submitted to Has Submitted Form to Add Salesforce Task

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Form Submitted to Assign Salesforce Lead

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Showing 20 of 595 Marketing Automation ideas using Autopilot's Forms and Salesforce 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 Salesforce

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 Forms integration.

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.

Actions

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 Forms and Salesforce.